Utilities SPDR shares owned by Abound Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Abound Wealth Management
from 13F filings
Historical chart of Abound Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Abound Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $114k | 1.3k | 87.24 |
| 2025-06-30 | $106k | 1.3k | 81.65 |
| 2025-03-31 | $103k | 1.3k | 78.86 |
| 2024-12-31 | $73k | 965 | 75.68 |
| 2024-09-30 | $77k | 957 | 80.78 |
| 2024-06-30 | $68k | 997 | 68.14 |
| 2024-03-31 | $129k | 2.0k | 65.64 |
| 2023-12-31 | $644k | 10k | 63.33 |
| 2023-09-30 | $8.2M | 140k | 58.93 |
| 2023-06-30 | $9.6M | 146k | 65.44 |
| 2023-03-31 | $17M | 246k | 67.69 |
| 2022-12-31 | $18M | 252k | 70.50 |
| 2022-09-30 | $17M | 255k | 65.51 |
| 2022-06-30 | $16M | 233k | 70.13 |