Utilities SPDR shares owned by Iams Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Iams Wealth Management
from 13F filings
Historical chart of Iams Wealth Management investment in Utilities SPDR
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All positions including Utilities SPDR held by Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Iams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $335k | 3.8k | 87.25 |
| 2025-06-30 | $288k | 3.5k | 81.68 |
| 2025-03-31 | $287k | 3.6k | 78.85 |
| 2024-12-31 | $266k | 3.5k | 75.69 |
| 2024-09-30 | $245k | 3.0k | 80.78 |