Utilities SPDR shares owned by Worth Asset Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Worth Asset Management
from 13F filings
Historical chart of Worth Asset Management investment in Utilities SPDR
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All positions including Utilities SPDR held by Worth Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Worth Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $462k | 5.7k | 80.76 |
| 2024-06-30 | $527k | 7.7k | 68.14 |
| 2023-06-30 | $20k | 311 | 65.45 |
| 2023-03-31 | $20k | 300 | 67.69 |
| 2022-12-31 | $2.7M | 39k | 70.67 |
| 2022-09-30 | $158k | 2.8k | 55.56 |
| 2022-06-30 | $178k | 2.5k | 72.00 |
| 2022-03-31 | $235k | 3.3k | 70.31 |