Utilities SPDR shares owned by Stone Point Wealth
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Stone Point Wealth
from 13F filings
Historical chart of Stone Point Wealth investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Stone Point Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $966k | 15k | 63.33 |
| 2023-09-30 | $761k | 13k | 58.93 |
| 2023-06-30 | $706k | 11k | 65.44 |
| 2023-03-31 | $746k | 11k | 67.69 |
| 2022-12-31 | $841k | 12k | 70.50 |
| 2022-09-30 | $692k | 11k | 65.53 |
| 2022-06-30 | $718k | 10k | 70.15 |
| 2022-03-31 | $813k | 11k | 75.73 |
| 2021-12-31 | $752k | 11k | 71.50 |