Utilities SPDR shares owned by Centric Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 41k | 89.10 |
| 2025-06-30 | $3.8M | 44k | 86.18 |
| 2025-03-31 | $581k | 7.4k | 78.85 |
| 2024-12-31 | $397k | 5.2k | 75.70 |
| 2024-09-30 | $3.0M | 39k | 77.55 |
| 2024-06-30 | $555k | 7.8k | 71.17 |
| 2023-12-31 | $331k | 5.5k | 60.21 |
| 2022-09-30 | $1.4M | 21k | 65.50 |
| 2022-06-30 | $2.4M | 35k | 70.14 |
| 2022-03-31 | $3.7M | 49k | 74.45 |
| 2021-12-31 | $2.0M | 28k | 71.58 |
| 2020-09-30 | $1.1M | 17k | 63.72 |
| 2020-06-30 | $2.5M | 45k | 56.43 |
| 2020-03-31 | $1.1M | 17k | 63.72 |
| 2019-09-30 | $1.1M | 17k | 63.72 |
| 2019-06-30 | $1.2M | 19k | 59.65 |
| 2018-12-31 | $753k | 14k | 52.92 |