Utilities SPDR shares owned by IHT Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by IHT Wealth Management
from 13F filings
Historical chart of IHT Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by IHT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.8M | 101k | 87.34 |
| 2025-06-30 | $8.2M | 100k | 81.66 |
| 2025-03-31 | $7.3M | 93k | 78.93 |
| 2024-12-31 | $6.5M | 86k | 75.69 |
| 2024-09-30 | $6.1M | 76k | 80.58 |
| 2024-06-30 | $6.7M | 98k | 68.43 |
| 2024-03-31 | $7.1M | 108k | 65.65 |
| 2023-12-31 | $7.9M | 126k | 63.33 |
| 2023-09-30 | $5.9M | 100k | 58.93 |
| 2023-06-30 | $5.5M | 85k | 65.44 |
| 2023-03-31 | $9.0M | 132k | 67.69 |
| 2022-12-31 | $6.2M | 87k | 70.50 |
| 2022-09-30 | $5.7M | 88k | 65.51 |
| 2022-06-30 | $3.6M | 52k | 70.14 |
| 2022-03-31 | $3.1M | 41k | 74.47 |
| 2021-12-31 | $4.0M | 55k | 71.57 |
| 2021-09-30 | $3.7M | 58k | 63.88 |
| 2021-06-30 | $3.5M | 55k | 63.23 |
| 2021-03-31 | $3.2M | 50k | 64.04 |
| 2020-12-31 | $3.2M | 51k | 62.70 |
| 2020-09-30 | $2.9M | 49k | 59.38 |
| 2020-06-30 | $2.3M | 41k | 56.44 |
| 2020-03-31 | $2.6M | 47k | 55.41 |
| 2019-12-31 | $2.3M | 35k | 64.63 |
| 2019-09-30 | $2.1M | 33k | 64.75 |
| 2019-06-30 | $1.7M | 28k | 59.64 |
| 2019-03-31 | $1.6M | 28k | 58.17 |
| 2018-12-31 | $1.4M | 27k | 52.90 |
| 2018-09-30 | $1.5M | 28k | 52.64 |
| 2018-06-30 | $1.3M | 25k | 51.96 |
| 2018-03-31 | $1.3M | 26k | 50.14 |
| 2017-12-31 | $1.3M | 25k | 51.82 |
| 2017-09-30 | $1.3M | 25k | 53.51 |
| 2017-06-30 | $312k | 21k | 14.68 |
| 2017-03-31 | $460k | 8.9k | 51.80 |
| 2016-12-31 | $417k | 8.6k | 48.48 |