Utilities SPDR shares owned by Financial Gravity Wealth
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Financial Gravity Wealth
from 13F filings
Historical chart of Financial Gravity Wealth investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Financial Gravity Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Financial Gravity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $132k | 3.1k | 42.69 |
| 2025-09-30 | $28k | 321 | 87.21 |
| 2025-03-31 | $18k | 225 | 78.85 |
| 2024-06-30 | $53k | 777 | 68.14 |
| 2024-03-31 | $30k | 449 | 65.65 |
| 2023-12-31 | $34k | 567 | 59.55 |
| 2023-09-30 | $34k | 567 | 59.55 |
| 2023-06-30 | $16k | 65 | 252.20 |
| 2023-03-31 | $5 | 103 | 0.06 |
| 2022-09-30 | $5.0k | 198 | 25.26 |
| 2022-06-30 | $30k | 1.5k | 20.20 |
| 2022-03-31 | $5.7k | 222 | 25.61 |
| 2021-12-31 | $5.5k | 216 | 25.31 |
| 2021-09-30 | $63 | 39 | 1.64 |
| 2021-06-30 | $63 | 39 | 1.62 |
| 2021-03-31 | $20 | 322 | 0.06 |
| 2020-12-31 | $26k | 407 | 63.60 |
| 2020-03-31 | $18 | 326 | 0.06 |
| 2019-12-31 | $233 | 3.7k | 0.06 |
| 2019-09-30 | $1.0k | 15 | 66.67 |
| 2019-06-30 | $4.0k | 59 | 67.80 |