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Utilities SPDR shares owned by Measured Wealth Private Client Group

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Measured Wealth Private Client Group from 13F filings

Historical chart of Measured Wealth Private Client Group investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Measured Wealth Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Measured Wealth Private Client Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.1M 55k 75.69
2024-09-30 $3.9M 49k 80.78
2024-06-30 $1.7M 25k 68.14
2024-03-31 $1.1M 16k 65.65
2023-06-30 $457k 7.0k 65.44
2023-03-31 $610k 9.0k 67.69
2022-12-31 $863k 12k 70.50
2022-09-30 $4.2M 64k 65.52
2022-06-30 $3.8M 55k 70.13
2022-03-31 $3.7M 49k 74.46
2021-12-31 $3.0M 42k 71.59
2021-09-30 $2.5M 39k 63.88
2019-03-31 $426k 7.3k 58.22
2018-12-31 $318k 6.0k 52.85
2018-09-30 $330k 6.3k 52.70
2018-06-30 $309k 6.0k 51.83