Utilities SPDR shares owned by Cornerstone Wealth Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Cornerstone Wealth Group
from 13F filings
Historical chart of Cornerstone Wealth Group investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Cornerstone Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.8M | 63k | 44.95 |
| 2025-06-30 | $7.4M | 91k | 81.66 |
| 2025-03-31 | $7.6M | 96k | 78.85 |
| 2024-09-30 | $5.2M | 65k | 80.78 |
| 2024-06-30 | $9.0M | 133k | 68.14 |
| 2023-12-31 | $12M | 196k | 63.33 |
| 2023-03-31 | $3.6M | 53k | 67.69 |
| 2021-12-31 | $9.5M | 133k | 71.58 |
| 2021-09-30 | $612k | 9.6k | 63.87 |
| 2021-06-30 | $623k | 9.6k | 65.19 |