Utilities SPDR shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 19k | 80.78 |
| 2024-06-30 | $1.3M | 20k | 68.14 |
| 2024-03-31 | $1.3M | 20k | 65.65 |
| 2023-12-31 | $1.1M | 17k | 63.33 |
| 2023-09-30 | $628k | 11k | 58.93 |
| 2023-06-30 | $1.1M | 17k | 65.44 |
| 2023-03-31 | $622k | 9.2k | 67.70 |
| 2022-12-31 | $1.0M | 15k | 70.51 |
| 2022-09-30 | $1.7M | 26k | 65.50 |
| 2021-12-31 | $466k | 6.5k | 71.63 |