Utilities SPDR shares owned by Wealth Effects
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Wealth Effects consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Wealth Effects
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $233k | 3.5k | 65.65 |
2023-12-31 | $267k | 4.2k | 63.32 |