Utilities SPDR shares owned by West Coast Financial
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by West Coast Financial
from 13F filings
Historical chart of West Coast Financial investment in Utilities SPDR
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All positions including Utilities SPDR held by West Coast Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by West Coast Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $276k | 4.2k | 65.65 |
| 2023-12-31 | $266k | 4.2k | 63.33 |
| 2023-09-30 | $248k | 4.2k | 58.93 |
| 2023-06-30 | $275k | 4.2k | 65.44 |