Utilities SPDR shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $401k | 6.1k | 65.65 |
| 2023-12-31 | $356k | 5.6k | 63.33 |
| 2023-09-30 | $603k | 10k | 58.93 |
| 2023-06-30 | $684k | 10k | 65.44 |
| 2023-03-31 | $589k | 8.7k | 67.69 |
| 2022-12-31 | $440k | 6.2k | 70.50 |
| 2022-09-30 | $417k | 6.4k | 65.45 |
| 2022-06-30 | $335k | 4.8k | 70.22 |