Utilities SPDR shares owned by Schneider Downs Wealth Management Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Schneider Downs Wealth Management Advisors
from 13F filings
Historical chart of Schneider Downs Wealth Management Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Schneider Downs Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $331k | 4.1k | 80.78 |
| 2024-06-30 | $280k | 4.1k | 68.14 |
| 2024-03-31 | $269k | 4.1k | 65.65 |
| 2023-12-31 | $260k | 4.1k | 63.33 |
| 2023-09-30 | $242k | 4.1k | 58.93 |
| 2023-06-30 | $268k | 4.1k | 65.44 |
| 2023-03-31 | $278k | 4.1k | 67.69 |
| 2022-12-31 | $289k | 4.1k | 70.50 |
| 2022-09-30 | $269k | 4.1k | 65.42 |
| 2022-06-30 | $289k | 4.1k | 70.04 |
| 2022-03-31 | $308k | 4.1k | 74.56 |
| 2021-12-31 | $296k | 4.1k | 71.57 |
| 2021-09-30 | $264k | 4.1k | 63.81 |
| 2021-06-30 | $261k | 4.1k | 63.23 |
| 2021-03-31 | $264k | 4.1k | 63.95 |
| 2020-12-31 | $258k | 4.1k | 62.64 |
| 2020-09-30 | $245k | 4.1k | 59.49 |
| 2020-06-30 | $231k | 4.1k | 56.31 |
| 2020-03-31 | $227k | 4.1k | 55.34 |
| 2019-12-31 | $265k | 4.1k | 64.60 |
| 2019-09-30 | $266k | 4.1k | 64.85 |
| 2019-06-30 | $245k | 4.1k | 59.73 |
| 2019-03-31 | $239k | 4.1k | 58.26 |
| 2018-12-31 | $217k | 4.1k | 52.90 |
| 2018-09-30 | $216k | 4.1k | 52.66 |
| 2018-06-30 | $213k | 4.1k | 51.93 |
| 2018-03-31 | $207k | 4.1k | 50.46 |
| 2017-12-31 | $216k | 4.1k | 52.66 |
| 2017-09-30 | $218k | 4.1k | 53.14 |
| 2017-06-30 | $223k | 4.3k | 52.02 |
| 2017-03-31 | $220k | 4.3k | 51.32 |
More positions owned by Schneider Downs Wealth Management Advisors
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