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Utilities SPDR shares owned by Lifetime Wealth Management P.C.

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Lifetime Wealth Management P.C. from 13F filings

Historical chart of Lifetime Wealth Management P.C. investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Lifetime Wealth Management P.C. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Lifetime Wealth Management P.C.

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 70 16406.49