Utilities SPDR shares owned by Apexium Financial
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Apexium Financial
from 13F filings
Historical chart of Apexium Financial investment in Utilities SPDR
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All positions including Utilities SPDR held by Apexium Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Apexium Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $785k | 12k | 65.65 |
| 2023-12-31 | $800k | 13k | 63.33 |
| 2023-09-30 | $747k | 13k | 58.93 |
| 2023-06-30 | $858k | 13k | 65.44 |
| 2023-03-31 | $887k | 13k | 67.69 |
| 2022-12-31 | $903k | 13k | 70.50 |
| 2022-09-30 | $827k | 13k | 65.47 |