Utilities SPDR shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.5M | 24k | 63.33 |
| 2023-09-30 | $2.5M | 43k | 58.93 |
| 2023-06-30 | $2.9M | 45k | 65.44 |
| 2023-03-31 | $2.6M | 38k | 67.69 |
| 2022-12-31 | $2.6M | 37k | 70.50 |
| 2022-09-30 | $1.8M | 27k | 65.52 |
| 2020-03-31 | $728k | 13k | 55.37 |
| 2019-12-31 | $708k | 11k | 64.62 |
| 2019-09-30 | $653k | 10k | 63.30 |
| 2019-06-30 | $584k | 9.8k | 59.90 |
| 2019-03-31 | $550k | 9.5k | 58.18 |