Utilities SPDR shares owned by Koa Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Koa Wealth Management
from 13F filings
Historical chart of Koa Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Koa Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 26k | 87.21 |
| 2025-06-30 | $2.5M | 31k | 81.66 |
| 2025-03-31 | $2.7M | 35k | 78.85 |
| 2024-12-31 | $2.7M | 36k | 75.69 |
| 2024-09-30 | $3.0M | 38k | 80.78 |
| 2024-06-30 | $2.7M | 39k | 68.14 |
| 2024-03-31 | $2.5M | 38k | 65.65 |
| 2023-12-31 | $1.2M | 18k | 63.33 |