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Utilities SPDR shares owned by Evoke Wealth

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Evoke Wealth from 13F filings

Historical chart of Evoke Wealth investment in Utilities SPDR

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All positions including Utilities SPDR held by Evoke Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Evoke Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.9M 102k 87.21
2025-06-30 $1.5M 19k 81.66
2025-03-31 $771k 9.8k 78.85
2024-12-31 $233k 3.1k 75.69
2022-09-30 $52k 800 65.00
2022-06-30 $56k 800 70.00
2022-03-31 $60k 800 75.00
2021-12-31 $111k 1.6k 71.61
2021-09-30 $47k 750 62.67
2021-06-30 $47k 750 62.67
2021-03-31 $48k 750 64.00
2020-12-31 $55k 871 63.15
2020-09-30 $52k 871 59.70
2020-06-30 $49k 871 56.26
2020-03-31 $42k 750 55.41
2019-09-30 $49k 750 64.74