Utilities SPDR shares owned by Strait & Sound Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Strait & Sound Wealth Management
from 13F filings
Historical chart of Strait & Sound Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Strait & Sound Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $416k | 5.1k | 80.79 |
| 2024-03-31 | $468k | 7.2k | 64.69 |
| 2023-12-31 | $449k | 7.3k | 61.72 |
| 2023-09-30 | $430k | 7.3k | 58.93 |
| 2023-06-30 | $478k | 7.3k | 65.44 |
| 2023-03-31 | $264k | 3.9k | 67.69 |
| 2022-12-31 | $267k | 3.7k | 71.23 |
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