Utilities SPDR shares owned by Concentrum Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Concentrum Wealth Management
from 13F filings
Historical chart of Concentrum Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Concentrum Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $889k | 10k | 87.21 |
| 2025-06-30 | $278k | 3.4k | 81.65 |
| 2025-03-31 | $267k | 3.4k | 78.85 |
| 2024-12-31 | $247k | 3.3k | 75.69 |
| 2024-09-30 | $234k | 2.9k | 80.79 |
| 2022-06-30 | $205k | 2.9k | 70.25 |
| 2022-03-31 | $201k | 2.7k | 74.58 |
More positions owned by Concentrum Wealth Management
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