Utilities SPDR shares owned by Sutton Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Sutton Wealth Advisors
from 13F filings
Historical chart of Sutton Wealth Advisors investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Sutton Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Sutton Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $89k | 1.5k | 58.93 |
| 2023-06-30 | $99k | 1.5k | 65.44 |
| 2023-03-31 | $103k | 1.5k | 67.69 |
| 2022-12-31 | $107k | 1.5k | 70.50 |
| 2022-09-30 | $108k | 1.6k | 65.51 |
| 2022-06-30 | $106k | 1.5k | 70.13 |
| 2022-03-31 | $113k | 1.5k | 74.46 |
| 2021-12-31 | $108k | 1.5k | 71.58 |
| 2021-09-30 | $97k | 1.5k | 63.88 |
| 2021-06-30 | $96k | 1.5k | 63.23 |
| 2021-03-31 | $97k | 1.5k | 64.04 |
| 2020-12-31 | $95k | 1.5k | 62.70 |
| 2020-09-30 | $90k | 1.5k | 59.38 |
| 2020-06-30 | $86k | 1.5k | 56.43 |
| 2020-03-31 | $84k | 1.5k | 55.41 |
| 2019-12-31 | $98k | 1.5k | 64.62 |
| 2019-09-30 | $98k | 1.5k | 64.74 |
| 2019-06-30 | $90k | 1.5k | 59.63 |
| 2019-03-31 | $88k | 1.5k | 58.17 |
| 2018-12-31 | $80k | 1.5k | 52.92 |
| 2018-09-30 | $80k | 1.5k | 52.65 |
| 2018-06-30 | $79k | 1.5k | 51.96 |
| 2018-03-31 | $119k | 2.3k | 50.53 |
| 2017-12-31 | $129k | 2.4k | 52.68 |
| 2017-09-30 | $130k | 2.4k | 53.05 |
| 2017-06-30 | $127k | 2.4k | 51.96 |
| 2017-03-31 | $126k | 2.4k | 51.31 |
| 2016-12-31 | $119k | 2.4k | 48.57 |
| 2016-09-30 | $120k | 2.4k | 48.99 |
| 2016-06-30 | $128k | 2.4k | 52.47 |
| 2016-03-31 | $121k | 2.4k | 49.62 |