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Utilities SPDR shares owned by KWMG

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by KWMG from 13F filings

Historical chart of KWMG investment in Utilities SPDR

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All positions including Utilities SPDR held by KWMG consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by KWMG

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.9M 106k 65.65
2023-12-31 $6.6M 104k 63.33
2023-09-30 $5.9M 101k 58.93
2023-06-30 $6.3M 97k 65.44
2023-03-31 $6.2M 91k 67.69
2022-12-31 $6.2M 89k 70.50
2022-09-30 $5.8M 88k 65.51
2022-06-30 $6.1M 88k 70.13
2022-03-31 $6.7M 90k 74.46
2021-12-31 $6.2M 87k 71.59
2021-09-30 $5.4M 84k 63.88
2021-06-30 $5.1M 80k 64.52
2021-03-31 $4.9M 77k 64.04
2020-12-31 $3.9M 62k 62.70
2020-09-30 $3.5M 59k 59.38
2020-06-30 $3.2M 56k 56.42
2020-03-31 $2.8M 51k 55.41