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Utilities SPDR shares owned by Price Wealth Management

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Price Wealth Management from 13F filings

Historical chart of Price Wealth Management investment in Utilities SPDR

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All positions including Utilities SPDR held by Price Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Price Wealth Management

Quarter filed Position value Share count Share price at filing
2020-09-30 $12k 203 59.11
2020-06-30 $11k 203 54.19
2020-03-31 $60k 1.1k 55.56
2019-12-31 $87k 1.4k 64.30
2019-09-30 $140k 2.2k 64.78
2019-06-30 $69k 1.2k 59.59
2019-03-31 $67k 1.2k 57.86
2018-12-31 $39k 734 53.13
2018-09-30 $35k 659 53.11
2018-06-30 $34k 659 51.59
2018-03-31 $33k 659 50.08