Utilities SPDR shares owned by Gratus Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Gratus Wealth Advisors
from 13F filings
Historical chart of Gratus Wealth Advisors investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Gratus Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Gratus Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $478k | 7.4k | 64.44 |
2023-12-31 | $6.4M | 101k | 63.33 |