Utilities SPDR shares owned by Torch Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Torch Wealth Management
from 13F filings
Historical chart of Torch Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Torch Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-12-31 | $1.4M | 21k | 64.61 |
| 2019-09-30 | $1.4M | 22k | 64.76 |
| 2019-06-30 | $1.3M | 22k | 59.64 |
| 2019-03-31 | $1.3M | 22k | 58.19 |
| 2018-12-31 | $1.2M | 22k | 52.93 |
| 2018-09-30 | $1.2M | 22k | 52.65 |
| 2018-06-30 | $1.1M | 22k | 51.97 |
| 2018-03-31 | $1.2M | 24k | 50.52 |
| 2017-12-31 | $1.3M | 24k | 52.68 |
| 2017-09-30 | $1.3M | 24k | 53.06 |
| 2017-06-30 | $1.3M | 24k | 51.97 |
| 2017-03-31 | $1.2M | 24k | 51.30 |
| 2016-12-31 | $1.2M | 24k | 48.55 |
| 2016-09-30 | $916k | 19k | 48.98 |
| 2016-06-30 | $981k | 19k | 52.46 |
| 2016-03-31 | $923k | 19k | 49.62 |
| 2015-12-31 | $805k | 19k | 43.28 |
| 2015-09-30 | $805k | 19k | 43.28 |
| 2015-06-30 | $767k | 19k | 41.46 |
| 2015-03-31 | $809k | 18k | 44.45 |
| 2014-12-31 | $850k | 18k | 47.22 |
| 2014-09-30 | $741k | 18k | 42.10 |
| 2014-06-30 | $779k | 18k | 44.26 |
| 2014-03-31 | $717k | 17k | 41.45 |
| 2013-12-31 | $632k | 17k | 37.96 |