Utilities SPDR shares owned by Journey Strategic Wealth
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Journey Strategic Wealth
from 13F filings
Historical chart of Journey Strategic Wealth investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Journey Strategic Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 23k | 87.21 |
| 2025-06-30 | $2.0M | 25k | 81.66 |
| 2025-03-31 | $2.1M | 27k | 78.85 |
| 2024-12-31 | $2.0M | 27k | 75.69 |
| 2024-09-30 | $1.3M | 16k | 80.78 |
| 2024-06-30 | $285k | 4.2k | 68.14 |
| 2021-12-31 | $200k | 2.8k | 71.71 |