Utilities SPDR shares owned by EPG Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by EPG Wealth Management
from 13F filings
Historical chart of EPG Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by EPG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $144k | 2.4k | 59.96 |
| 2023-09-30 | $171k | 2.9k | 58.93 |
| 2023-06-30 | $976k | 15k | 65.44 |
| 2023-03-31 | $1.0M | 15k | 67.69 |
| 2022-12-31 | $1.1M | 15k | 70.50 |
| 2022-09-30 | $1.3M | 20k | 65.50 |
| 2022-06-30 | $1.4M | 20k | 70.13 |
| 2022-03-31 | $1.4M | 19k | 74.47 |
| 2021-12-31 | $1.1M | 16k | 71.60 |
| 2021-09-30 | $977k | 15k | 63.88 |
| 2021-06-30 | $748k | 12k | 63.20 |
| 2021-03-31 | $589k | 9.2k | 64.04 |
| 2020-12-31 | $650k | 10k | 62.67 |
| 2020-09-30 | $682k | 12k | 59.36 |
| 2020-06-30 | $1.0M | 19k | 56.45 |
| 2020-03-31 | $1.1M | 20k | 55.40 |
| 2019-12-31 | $278k | 4.3k | 64.52 |