Utilities SPDR shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $703k | 8.7k | 80.78 |
| 2024-06-30 | $666k | 9.8k | 68.14 |
| 2024-03-31 | $590k | 9.0k | 65.65 |
| 2023-12-31 | $546k | 8.6k | 63.33 |
| 2023-09-30 | $438k | 7.4k | 58.93 |
| 2023-06-30 | $462k | 7.1k | 65.44 |
| 2023-03-31 | $496k | 7.3k | 67.69 |
| 2022-12-31 | $490k | 6.9k | 70.50 |
| 2022-09-30 | $257k | 3.9k | 65.51 |