Utilities SPDR shares owned by Wealthtrust Axiom
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Wealthtrust Axiom
from 13F filings
Historical chart of Wealthtrust Axiom investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Wealthtrust Axiom
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $596k | 7.4k | 80.78 |
| 2024-06-30 | $509k | 7.5k | 68.14 |
| 2024-03-31 | $491k | 7.5k | 65.65 |
| 2023-12-31 | $437k | 6.9k | 63.34 |
| 2023-09-30 | $406k | 6.9k | 58.94 |
| 2023-06-30 | $451k | 6.9k | 65.45 |
| 2023-03-31 | $466k | 6.9k | 67.70 |
| 2022-12-31 | $486k | 6.9k | 70.51 |
| 2022-09-30 | $451k | 6.9k | 65.50 |
| 2022-06-30 | $482k | 6.9k | 70.01 |
| 2022-03-31 | $512k | 6.9k | 74.39 |
| 2021-12-31 | $492k | 6.9k | 71.49 |
| 2021-09-30 | $449k | 7.0k | 63.77 |
| 2021-06-30 | $445k | 7.0k | 63.23 |
| 2021-03-31 | $423k | 6.6k | 63.89 |
| 2020-12-31 | $414k | 6.6k | 62.56 |
| 2020-09-30 | $392k | 6.6k | 59.26 |
| 2020-06-30 | $373k | 6.6k | 56.41 |
| 2020-03-31 | $365k | 6.6k | 55.29 |
| 2019-12-31 | $425k | 6.6k | 64.48 |
| 2019-09-30 | $414k | 6.4k | 64.72 |
| 2019-06-30 | $381k | 6.4k | 59.62 |
| 2019-03-31 | $354k | 6.1k | 58.03 |
| 2018-12-31 | $322k | 6.1k | 52.79 |
| 2018-09-30 | $321k | 6.1k | 52.62 |
| 2018-06-30 | $316k | 6.1k | 51.80 |
| 2018-03-31 | $308k | 6.1k | 50.49 |
| 2017-12-31 | $268k | 5.1k | 52.55 |
| 2017-09-30 | $270k | 5.1k | 52.94 |
| 2017-06-30 | $264k | 5.1k | 51.76 |
| 2017-03-31 | $261k | 5.1k | 51.18 |
| 2016-12-31 | $247k | 5.1k | 48.43 |
| 2016-09-30 | $249k | 5.1k | 48.82 |
| 2016-06-30 | $267k | 5.1k | 52.35 |
| 2016-03-31 | $253k | 5.1k | 49.61 |
| 2015-12-31 | $220k | 5.1k | 43.14 |
| 2015-09-30 | $220k | 5.1k | 43.14 |
| 2015-06-30 | $211k | 5.1k | 41.37 |
| 2015-03-31 | $239k | 5.4k | 44.25 |
| 2014-12-31 | $254k | 5.4k | 47.05 |
| 2014-09-30 | $227k | 5.4k | 42.07 |
| 2014-06-30 | $238k | 5.4k | 44.13 |