Utilities SPDR shares owned by Iron Horse Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Iron Horse Wealth Management
from 13F filings
Historical chart of Iron Horse Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Iron Horse Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $45k | 545 | 81.66 |
| 2025-03-31 | $46k | 578 | 78.85 |
| 2024-12-31 | $41k | 545 | 75.69 |
| 2024-09-30 | $44k | 545 | 80.78 |
| 2024-06-30 | $30k | 445 | 68.14 |
| 2024-03-31 | $3.0k | 45 | 65.64 |
| 2023-12-31 | $2.8k | 45 | 63.33 |
| 2023-09-30 | $2.7k | 45 | 58.93 |
| 2023-06-30 | $2.9k | 45 | 65.44 |
| 2023-03-31 | $3.0k | 45 | 67.69 |
| 2022-12-31 | $3.0k | 45 | 66.67 |
| 2022-06-30 | $3.0k | 45 | 66.67 |
| 2022-03-31 | $3.0k | 45 | 66.67 |
| 2021-12-31 | $3.0k | 45 | 66.67 |
| 2021-09-30 | $3.0k | 45 | 66.67 |
| 2021-06-30 | $3.0k | 45 | 66.67 |
| 2021-03-31 | $3.0k | 45 | 66.67 |
| 2020-12-31 | $3.0k | 45 | 66.67 |
More positions owned by Iron Horse Wealth Management
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