Utilities SPDR shares owned by Graves-Light Private Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Graves-Light Private Wealth Management
from 13F filings
Historical chart of Graves-Light Private Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Graves-Light Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $213k | 2.4k | 87.22 |
| 2022-09-30 | $272k | 4.2k | 65.53 |
| 2022-06-30 | $290k | 4.1k | 70.01 |
| 2022-03-31 | $308k | 4.1k | 74.52 |
| 2021-12-31 | $295k | 4.1k | 71.53 |
| 2021-09-30 | $263k | 4.1k | 63.91 |
| 2021-06-30 | $260k | 4.1k | 63.34 |
| 2021-03-31 | $262k | 4.1k | 63.96 |
| 2020-12-31 | $256k | 4.1k | 62.64 |
| 2020-09-30 | $242k | 4.1k | 59.37 |
| 2020-06-30 | $229k | 4.1k | 56.32 |
| 2020-03-31 | $225k | 4.1k | 55.47 |
| 2019-12-31 | $261k | 4.0k | 64.51 |
| 2019-09-30 | $259k | 4.0k | 64.17 |
| 2019-06-30 | $240k | 4.0k | 59.60 |
| 2019-03-31 | $234k | 4.0k | 58.24 |
| 2018-12-31 | $213k | 4.0k | 53.01 |
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