Utilities SPDR shares owned by USAdvisors Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by USAdvisors Wealth Management
from 13F filings
Historical chart of USAdvisors Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by USAdvisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $899k | 14k | 65.20 |
| 2023-12-31 | $945k | 15k | 63.33 |
| 2023-09-30 | $1.1M | 19k | 58.92 |
| 2023-06-30 | $1.2M | 18k | 65.95 |
| 2023-03-31 | $1.6M | 23k | 67.68 |
| 2022-12-31 | $1.6M | 23k | 70.51 |
| 2022-09-30 | $1.4M | 22k | 65.51 |
| 2022-06-30 | $1.4M | 20k | 70.14 |
| 2022-03-31 | $1.4M | 19k | 74.43 |
| 2021-09-30 | $213k | 3.3k | 63.93 |
| 2021-06-30 | $209k | 3.3k | 63.22 |
| 2021-03-31 | $267k | 4.2k | 64.03 |
| 2020-12-31 | $259k | 4.1k | 62.58 |
| 2020-09-30 | $252k | 4.2k | 59.38 |
| 2020-06-30 | $320k | 5.8k | 55.33 |
| 2020-03-31 | $320k | 5.8k | 55.33 |
| 2019-12-31 | $1.1M | 17k | 64.61 |
| 2019-09-30 | $2.9M | 44k | 64.74 |
| 2019-06-30 | $2.1M | 35k | 59.61 |
| 2019-03-31 | $1.2M | 21k | 58.17 |
| 2018-12-31 | $1.1M | 21k | 52.91 |
| 2018-09-30 | $370k | 7.0k | 52.62 |
| 2018-06-30 | $337k | 6.5k | 51.90 |
| 2018-03-31 | $328k | 6.5k | 50.52 |
| 2017-12-31 | $333k | 6.3k | 52.64 |
More positions owned by USAdvisors Wealth Management
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