Utilities SPDR shares owned by Bp Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Bp Wealth Management
from 13F filings
Historical chart of Bp Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Bp Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $277k | 6.5k | 42.69 |
| 2025-09-30 | $381k | 4.4k | 87.21 |
| 2025-06-30 | $363k | 4.4k | 81.66 |
| 2025-03-31 | $805k | 10k | 78.85 |
| 2024-12-31 | $1.0M | 14k | 75.69 |
| 2024-06-30 | $954k | 14k | 68.14 |
| 2024-03-31 | $971k | 15k | 65.65 |
| 2023-12-31 | $1.6M | 26k | 63.33 |
| 2023-09-30 | $2.0M | 35k | 58.93 |
| 2023-06-30 | $2.5M | 39k | 65.44 |
| 2023-03-31 | $2.7M | 40k | 67.69 |
| 2022-12-31 | $3.1M | 45k | 70.50 |
| 2022-09-30 | $3.0M | 45k | 65.52 |
| 2022-06-30 | $3.1M | 45k | 70.13 |
| 2022-03-31 | $3.2M | 44k | 74.46 |
| 2021-12-31 | $2.8M | 40k | 71.57 |
| 2021-09-30 | $2.7M | 42k | 63.87 |
| 2021-06-30 | $2.7M | 42k | 63.22 |
| 2021-03-31 | $2.8M | 43k | 64.02 |
| 2020-12-31 | $3.6M | 57k | 62.69 |
| 2020-09-30 | $2.8M | 48k | 59.39 |
| 2020-06-30 | $2.6M | 46k | 56.42 |
| 2020-03-31 | $3.0M | 55k | 55.42 |
| 2019-12-31 | $3.3M | 51k | 64.63 |
| 2019-09-30 | $2.2M | 34k | 64.73 |
| 2019-06-30 | $2.0M | 34k | 59.64 |