Utilities SPDR shares owned by CMH Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by CMH Wealth Management
from 13F filings
Historical chart of CMH Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by CMH Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $6.2M | 135k | 45.89 |
| 2023-06-30 | $2.3M | 36k | 65.44 |
| 2023-03-31 | $2.6M | 38k | 67.69 |
| 2022-12-31 | $2.6M | 36k | 70.50 |
| 2022-09-30 | $2.3M | 36k | 65.51 |
| 2022-06-30 | $2.5M | 36k | 70.12 |
| 2022-03-31 | $2.6M | 35k | 74.45 |
| 2021-12-31 | $2.4M | 33k | 71.58 |
| 2021-09-30 | $2.1M | 33k | 63.88 |
| 2021-06-30 | $1.9M | 30k | 63.24 |
| 2021-03-31 | $1.8M | 28k | 64.03 |
| 2020-12-31 | $1.7M | 28k | 62.71 |
| 2020-09-30 | $1.7M | 29k | 59.39 |
| 2020-06-30 | $1.5M | 27k | 56.42 |
| 2020-03-31 | $3.1M | 55k | 55.40 |
| 2019-12-31 | $1.6M | 24k | 64.62 |
| 2019-09-30 | $1.6M | 24k | 64.76 |
| 2019-06-30 | $1.7M | 28k | 59.64 |
| 2019-03-31 | $1.7M | 29k | 58.17 |
| 2018-12-31 | $1.6M | 29k | 52.92 |
| 2018-09-30 | $1.5M | 29k | 52.48 |
| 2018-06-30 | $2.4M | 47k | 52.33 |
| 2018-03-31 | $2.2M | 44k | 50.13 |
| 2017-12-31 | $2.2M | 43k | 52.18 |
| 2017-09-30 | $2.3M | 43k | 53.14 |
| 2017-06-30 | $2.3M | 43k | 52.09 |
| 2017-03-31 | $2.9M | 55k | 51.85 |
| 2016-12-31 | $3.2M | 65k | 49.07 |