Utilities SPDR shares owned by Western Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Western Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 18k | 80.78 |
| 2024-06-30 | $1.1M | 16k | 68.14 |
| 2024-03-31 | $1.1M | 17k | 65.65 |
| 2023-12-31 | $1.2M | 19k | 63.33 |
| 2023-09-30 | $1.3M | 21k | 58.93 |
| 2023-06-30 | $2.3M | 35k | 65.44 |
| 2023-03-31 | $3.9M | 58k | 67.69 |
| 2022-12-31 | $4.4M | 63k | 70.50 |
| 2022-09-30 | $8.0M | 122k | 65.55 |
| 2022-06-30 | $8.2M | 117k | 70.10 |
| 2022-03-31 | $7.7M | 103k | 74.46 |
| 2021-12-31 | $1.1M | 15k | 71.60 |
| 2021-06-30 | $1.1M | 17k | 63.24 |
| 2021-03-31 | $1.1M | 17k | 64.03 |
| 2020-12-31 | $1.0M | 17k | 62.70 |
| 2020-09-30 | $1.3M | 22k | 59.41 |
| 2020-06-30 | $1.3M | 24k | 56.43 |
| 2020-03-31 | $1.6M | 30k | 55.49 |
| 2019-12-31 | $2.2M | 33k | 64.63 |
| 2019-09-30 | $1.5M | 24k | 64.57 |
| 2019-06-30 | $668k | 11k | 59.53 |
| 2019-03-31 | $622k | 11k | 58.21 |
| 2018-12-31 | $559k | 11k | 52.87 |