Utilities SPDR shares owned by Bullock Wealth Management Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Bullock Wealth Management Group
from 13F filings
Historical chart of Bullock Wealth Management Group investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Bullock Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $1.3M | 33k | 39.68 |
| 2026-03-31 | $1.7M | 37k | 46.11 |
| 2025-12-31 | $1.7M | 40k | 42.69 |
| 2025-09-30 | $1.2M | 14k | 87.88 |
| 2025-06-30 | $1.2M | 14k | 81.94 |
| 2025-03-31 | $1.1M | 14k | 79.05 |
| 2024-12-31 | $964k | 13k | 75.69 |
| 2024-09-30 | $1.0M | 13k | 81.43 |
| 2024-06-30 | $782k | 12k | 67.67 |
| 2024-03-31 | $687k | 11k | 65.25 |
| 2023-12-31 | $376k | 5.9k | 63.33 |
| 2023-09-30 | $15k | 273 | 56.27 |
| 2023-06-30 | $33k | 500 | 65.93 |
| 2023-03-31 | $32k | 476 | 67.18 |
More positions owned by Bullock Wealth Management Group
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