Utilities SPDR shares owned by Axim Planning & Wealth
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Axim Planning & Wealth
from 13F filings
Historical chart of Axim Planning & Wealth investment in Utilities SPDR
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All positions including Utilities SPDR held by Axim Planning & Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Axim Planning & Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $344k | 3.9k | 87.21 |
| 2022-09-30 | $29k | 448 | 64.73 |
| 2022-06-30 | $999 | 21 | 47.62 |