Utilities SPDR shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 25k | 65.65 |
| 2023-12-31 | $2.0M | 32k | 63.33 |
| 2023-09-30 | $2.5M | 43k | 58.93 |
| 2023-06-30 | $2.9M | 44k | 66.68 |
| 2023-03-31 | $3.2M | 48k | 67.69 |
| 2022-12-31 | $3.4M | 49k | 70.50 |
| 2022-09-30 | $2.9M | 44k | 65.50 |
| 2022-06-30 | $3.0M | 42k | 70.14 |
| 2022-03-31 | $3.1M | 41k | 74.46 |
| 2021-12-31 | $2.9M | 40k | 71.58 |
More positions owned by Perfromance Wealth Partners
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