Utilities SPDR shares owned by Goss Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Goss Wealth Management
from 13F filings
Historical chart of Goss Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Goss Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 154k | 87.21 |
| 2025-06-30 | $11M | 131k | 81.66 |
| 2025-03-31 | $8.6M | 110k | 78.85 |
| 2024-12-31 | $8.3M | 110k | 75.69 |
| 2024-09-30 | $9.3M | 115k | 80.78 |
| 2024-06-30 | $7.6M | 111k | 68.14 |
| 2024-03-31 | $6.6M | 101k | 65.65 |
| 2023-09-30 | $14M | 238k | 58.93 |
| 2023-06-30 | $11M | 165k | 65.44 |
| 2023-03-31 | $9.2M | 136k | 67.96 |
| 2022-12-31 | $7.7M | 139k | 55.08 |
| 2022-09-30 | $9.7M | 148k | 65.51 |
| 2022-06-30 | $6.5M | 92k | 70.13 |
| 2022-03-31 | $5.6M | 75k | 74.46 |
| 2021-12-31 | $5.6M | 78k | 71.58 |
| 2021-09-30 | $1.4M | 22k | 63.90 |
| 2021-06-30 | $1.2M | 19k | 63.25 |
| 2021-03-31 | $1.3M | 21k | 64.02 |
| 2020-12-31 | $1.6M | 26k | 62.69 |
| 2020-09-30 | $2.3M | 39k | 59.39 |
| 2020-06-30 | $2.2M | 40k | 56.43 |
| 2020-03-31 | $2.2M | 40k | 55.42 |
| 2019-12-31 | $2.6M | 40k | 64.60 |
| 2019-09-30 | $2.2M | 34k | 64.26 |
| 2019-06-30 | $672k | 11k | 59.62 |
| 2019-03-31 | $6.0k | 2.5k | 2.36 |
| 2018-12-31 | $259k | 4.9k | 52.95 |
| 2017-06-30 | $65k | 1.3k | 51.45 |