Utilities SPDR shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith Wealth Management investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Sheets Smith Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2012-12-31 | $314k | 9.0k | 34.89 |
| 2012-09-30 | $328k | 9.0k | 36.44 |
| 2012-06-30 | $333k | 9.0k | 37.00 |
| 2012-03-31 | $319k | 9.1k | 35.05 |
| 2011-12-31 | $327k | 9.1k | 35.93 |
| 2011-09-30 | $306k | 9.1k | 33.63 |
| 2011-06-30 | $315k | 9.4k | 33.51 |
| 2011-03-31 | $316k | 9.9k | 31.92 |
More positions owned by Sheets Smith Wealth Management
View all positions for Sheets Smith Wealth Management