Utilities SPDR shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Phillips Wealth Planners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $281k | 4.5k | 62.77 |
2023-12-31 | $223k | 3.7k | 61.06 |
2023-09-30 | $256k | 4.4k | 58.64 |
2023-06-30 | $528k | 8.1k | 65.44 |
2023-03-31 | $451k | 6.5k | 69.10 |
2022-12-31 | $441k | 6.5k | 68.12 |
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