Utilities SPDR shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Wealthsource Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $578k | 9.1k | 63.33 |
| 2023-09-30 | $454k | 7.7k | 58.93 |
| 2023-06-30 | $511k | 7.8k | 65.44 |
| 2023-03-31 | $392k | 5.8k | 67.69 |
| 2022-12-31 | $484k | 6.9k | 70.50 |
| 2022-09-30 | $1.4M | 21k | 65.52 |
| 2022-06-30 | $585k | 8.3k | 70.18 |
| 2022-03-31 | $2.9M | 39k | 74.45 |
| 2021-12-31 | $2.3M | 32k | 71.60 |
| 2021-09-30 | $2.1M | 32k | 63.87 |
| 2021-06-30 | $1.8M | 29k | 63.23 |
| 2021-03-31 | $1.9M | 29k | 64.05 |
| 2020-12-31 | $1.4M | 23k | 62.68 |
| 2020-09-30 | $1.5M | 25k | 59.39 |
| 2020-06-30 | $1.3M | 24k | 56.44 |
| 2020-03-31 | $1.0M | 18k | 55.41 |
| 2019-12-31 | $1.3M | 21k | 64.61 |
| 2019-09-30 | $1.3M | 20k | 64.72 |
| 2019-06-30 | $228k | 3.8k | 59.56 |
| 2018-12-31 | $2.8M | 54k | 52.91 |
| 2018-09-30 | $1.7M | 33k | 52.66 |
| 2018-03-31 | $351k | 6.8k | 51.26 |
| 2017-09-30 | $2.7M | 51k | 53.05 |
| 2017-06-30 | $2.6M | 51k | 51.96 |
| 2017-03-31 | $351k | 6.8k | 51.26 |
| 2016-12-31 | $274k | 5.6k | 48.55 |