Utilities SPDR shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $373k | 4.3k | 87.20 |
| 2025-06-30 | $753k | 14k | 52.37 |
| 2025-03-31 | $291k | 3.7k | 78.85 |
| 2024-12-31 | $2.0M | 26k | 75.69 |
| 2024-09-30 | $606k | 7.5k | 80.78 |
| 2024-06-30 | $511k | 7.5k | 68.14 |
| 2024-03-31 | $492k | 7.5k | 65.65 |
| 2023-12-31 | $475k | 7.5k | 63.33 |
More positions owned by Connecticut Wealth Management
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