Utilities SPDR shares owned by Ibex Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Ibex Wealth Advisors
from 13F filings
Historical chart of Ibex Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Ibex Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $232k | 2.7k | 87.22 |
| 2025-06-30 | $714k | 8.7k | 81.66 |
| 2024-12-31 | $1.6M | 21k | 75.69 |
| 2022-12-31 | $444k | 6.3k | 70.55 |
| 2022-09-30 | $420k | 6.4k | 65.58 |
| 2022-06-30 | $442k | 6.3k | 70.15 |
| 2022-03-31 | $497k | 6.7k | 74.45 |
| 2021-12-31 | $384k | 5.4k | 71.64 |
| 2021-09-30 | $352k | 5.5k | 63.84 |
| 2021-06-30 | $325k | 5.1k | 63.18 |