Utilities SPDR shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.3M | 36k | 63.33 |
| 2023-09-30 | $2.5M | 43k | 58.93 |
| 2023-06-30 | $2.1M | 32k | 65.44 |
| 2023-03-31 | $1.9M | 29k | 67.69 |
| 2022-12-31 | $963k | 14k | 70.50 |
| 2022-09-30 | $878k | 13k | 65.54 |
| 2022-06-30 | $904k | 13k | 70.13 |
| 2022-03-31 | $796k | 11k | 74.47 |
| 2021-12-31 | $613k | 8.6k | 71.54 |
| 2021-09-30 | $486k | 7.6k | 63.90 |
| 2021-06-30 | $376k | 6.0k | 63.18 |
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