Utilities SPDR shares owned by Summit Place Financial Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Summit Place Financial Advisors
from 13F filings
Historical chart of Summit Place Financial Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Summit Place Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.8M | 31k | 58.93 |
| 2023-06-30 | $2.1M | 32k | 65.44 |
| 2023-03-31 | $2.4M | 35k | 67.69 |
| 2022-12-31 | $2.5M | 36k | 70.50 |
| 2022-09-30 | $2.0M | 30k | 65.50 |
| 2021-03-31 | $207k | 3.3k | 62.73 |
| 2020-12-31 | $207k | 3.3k | 62.73 |
| 2020-09-30 | $220k | 3.7k | 59.46 |
| 2020-03-31 | $652k | 12k | 55.37 |
More positions owned by Summit Place Financial Advisors
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