Utilities SPDR shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $396k | 4.9k | 80.78 |
| 2024-06-30 | $325k | 4.8k | 68.14 |
| 2024-03-31 | $299k | 4.6k | 65.65 |
| 2023-12-31 | $239k | 3.8k | 63.34 |
| 2022-09-30 | $267k | 4.1k | 65.55 |
| 2022-06-30 | $274k | 3.9k | 70.26 |
| 2022-03-31 | $579k | 7.8k | 74.48 |
| 2021-12-31 | $1.1M | 15k | 71.61 |