Utilities SPDR shares owned by WESPAC Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by WESPAC Advisors
from 13F filings
Historical chart of WESPAC Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by WESPAC Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 24k | 80.78 |
| 2023-06-30 | $203k | 3.1k | 65.44 |
| 2022-12-31 | $1.4M | 20k | 70.50 |
| 2022-09-30 | $1.6M | 24k | 65.52 |
| 2022-06-30 | $2.8M | 40k | 70.13 |
| 2022-03-31 | $1.7M | 22k | 74.48 |
| 2021-12-31 | $1.6M | 23k | 71.56 |
| 2020-12-31 | $302k | 4.8k | 62.71 |
| 2020-09-30 | $1.8M | 30k | 59.37 |
| 2020-03-31 | $2.3M | 42k | 55.42 |
| 2019-12-31 | $2.4M | 37k | 64.62 |
| 2019-09-30 | $2.3M | 36k | 64.75 |
| 2019-06-30 | $2.7M | 46k | 59.63 |
| 2019-03-31 | $970k | 17k | 58.04 |
| 2018-12-31 | $882k | 17k | 52.92 |