Utilities SPDR shares owned by Encompass More Asset Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Encompass More Asset Management
from 13F filings
Historical chart of Encompass More Asset Management investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Encompass More Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Utilities SPDR by Encompass More Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 46k | 87.21 |
| 2025-06-30 | $1.8M | 22k | 81.66 |
| 2025-03-31 | $2.5M | 32k | 78.85 |
| 2024-12-31 | $2.2M | 28k | 75.69 |
| 2024-09-30 | $468k | 5.8k | 80.78 |
| 2024-06-30 | $403k | 5.9k | 68.14 |
| 2024-03-31 | $257k | 3.9k | 65.65 |
More positions owned by Encompass More Asset Management
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