Utilities SPDR shares owned by Taylor & Morgan Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Taylor & Morgan Wealth Management
from 13F filings
Historical chart of Taylor & Morgan Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Taylor & Morgan Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $413k | 5.4k | 75.69 |
| 2024-09-30 | $437k | 5.4k | 80.78 |
| 2024-06-30 | $366k | 5.4k | 68.14 |
| 2024-03-31 | $264k | 4.0k | 65.66 |
| 2023-12-31 | $253k | 4.0k | 63.33 |
| 2023-09-30 | $233k | 4.0k | 58.94 |
| 2023-06-30 | $257k | 3.9k | 65.44 |
| 2023-03-31 | $263k | 3.9k | 67.70 |
| 2022-12-31 | $272k | 3.9k | 70.50 |
| 2022-09-30 | $615k | 9.4k | 65.53 |
| 2022-06-30 | $370k | 5.3k | 70.21 |
| 2022-03-31 | $389k | 5.2k | 74.36 |
| 2021-12-31 | $372k | 5.2k | 71.58 |
More positions owned by Taylor & Morgan Wealth Management
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