Utilities SPDR shares owned by Winch Advisory Services
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Winch Advisory Services
from 13F filings
Historical chart of Winch Advisory Services investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Winch Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $53k | 650 | 80.79 |
| 2024-06-30 | $30k | 436 | 68.09 |
| 2024-03-31 | $11k | 165 | 65.74 |
| 2023-12-31 | $10k | 164 | 63.29 |
| 2023-09-30 | $10k | 162 | 61.73 |
| 2023-06-30 | $11k | 161 | 68.32 |
| 2023-03-31 | $11k | 160 | 68.75 |
| 2022-12-31 | $11k | 159 | 69.18 |
| 2022-09-30 | $10k | 157 | 63.69 |
| 2022-06-30 | $11k | 156 | 70.51 |
| 2022-03-31 | $8.0k | 107 | 74.77 |
| 2021-12-31 | $8.0k | 107 | 74.77 |
| 2021-09-30 | $7.0k | 106 | 66.04 |
| 2021-06-30 | $7.0k | 105 | 66.67 |
| 2021-03-31 | $7.0k | 104 | 67.31 |
| 2020-12-31 | $6.0k | 103 | 58.25 |
| 2020-09-30 | $6.0k | 103 | 58.25 |
| 2020-06-30 | $6.0k | 102 | 58.82 |
| 2020-03-31 | $6.0k | 101 | 59.41 |
| 2019-12-31 | $6.0k | 100 | 60.00 |
| 2019-09-30 | $6.0k | 99 | 60.61 |
| 2019-06-30 | $9.0k | 143 | 62.94 |
| 2019-03-31 | $6.0k | 98 | 61.22 |
| 2018-12-31 | $5.0k | 97 | 51.55 |
| 2018-09-30 | $5.0k | 96 | 52.08 |
| 2018-06-30 | $5.0k | 95 | 52.63 |
| 2018-03-31 | $12k | 241 | 49.79 |
| 2017-12-31 | $13k | 239 | 54.39 |
| 2017-09-30 | $5.0k | 93 | 53.76 |
| 2016-09-30 | $613k | 13k | 49.00 |