Utilities SPDR shares owned by Flagship Private Wealth
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Flagship Private Wealth
from 13F filings
Historical chart of Flagship Private Wealth investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Flagship Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 13k | 87.21 |
| 2025-06-30 | $431k | 5.3k | 81.67 |
| 2024-09-30 | $457k | 5.7k | 80.77 |
| 2023-06-30 | $244k | 3.7k | 65.44 |
| 2023-03-31 | $439k | 6.5k | 67.69 |
| 2022-12-31 | $453k | 6.4k | 70.50 |
| 2022-09-30 | $379k | 5.8k | 65.46 |
| 2022-06-30 | $371k | 5.3k | 70.23 |
| 2022-03-31 | $339k | 4.5k | 74.54 |
| 2021-06-30 | $32M | 32k | 1000.00 |
| 2021-03-31 | $20k | 314 | 64.87 |
| 2020-12-31 | $19k | 315 | 61.74 |