Utilities SPDR shares owned by McGlone Suttner Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by McGlone Suttner Wealth Management
from 13F filings
Historical chart of McGlone Suttner Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by McGlone Suttner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $867k | 9.9k | 87.21 |
| 2025-06-30 | $811k | 9.9k | 81.66 |
| 2025-03-31 | $782k | 9.9k | 78.85 |
| 2024-12-31 | $750k | 9.9k | 75.69 |
| 2024-09-30 | $604k | 7.5k | 80.78 |
| 2024-06-30 | $777k | 12k | 63.33 |
| 2024-03-31 | $806k | 12k | 65.65 |
| 2023-12-31 | $777k | 12k | 63.33 |
| 2023-09-30 | $722k | 12k | 58.93 |
| 2023-06-30 | $840k | 13k | 65.44 |
| 2023-03-31 | $868k | 13k | 67.69 |
| 2022-12-31 | $903k | 13k | 70.50 |
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