Utilities SPDR shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $2.8M | 44k | 62.69 |
| 2020-09-30 | $2.6M | 43k | 59.37 |
| 2020-06-30 | $2.0M | 35k | 56.44 |
| 2020-03-31 | $1.9M | 34k | 55.42 |
| 2019-12-31 | $2.0M | 30k | 64.63 |
| 2019-09-30 | $1.8M | 27k | 64.73 |
| 2019-06-30 | $1.6M | 26k | 59.62 |
| 2019-03-31 | $1.4M | 25k | 58.15 |
| 2018-12-31 | $1.0M | 20k | 52.94 |
| 2018-09-30 | $787k | 15k | 52.62 |
| 2018-06-30 | $732k | 14k | 51.97 |
More positions owned by SVA Plumb Wealth Management
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