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Utilities SPDR shares owned by AAFMAA Wealth Management & Trust

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

Historical chart of AAFMAA Wealth Management & Trust investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by AAFMAA Wealth Management & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 36k 87.21
2025-06-30 $2.8M 35k 81.66
2025-03-31 $2.1M 27k 78.85