Utilities SPDR shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-03-31 | $949k | 14k | 67.69 |
2022-12-31 | $1.0M | 15k | 70.50 |
2022-09-30 | $510k | 7.8k | 65.51 |
2022-06-30 | $587k | 8.4k | 70.11 |
2022-03-31 | $623k | 8.4k | 74.41 |
2021-12-31 | $1.3M | 18k | 71.57 |
2019-09-30 | $11 | 175 | 0.06 |
2019-06-30 | $8.0k | 150 | 53.33 |
2018-06-30 | $2.0k | 38 | 52.63 |
2018-03-31 | $4.0k | 70 | 57.14 |
2017-12-31 | $2.0k | 32 | 62.50 |