Utilities SPDR shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $360k | 4.1k | 87.21 |
| 2025-06-30 | $314k | 3.8k | 81.65 |
| 2025-03-31 | $269k | 3.4k | 78.85 |
| 2024-12-31 | $248k | 3.3k | 75.70 |
| 2024-09-30 | $254k | 3.1k | 80.79 |
| 2024-06-30 | $437k | 6.4k | 68.14 |
| 2024-03-31 | $413k | 6.3k | 65.65 |
| 2023-12-31 | $387k | 6.1k | 63.33 |
| 2023-03-31 | $314k | 4.6k | 67.69 |
| 2022-12-31 | $325k | 4.6k | 70.50 |
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