Utilities SPDR shares owned by Meridian Financial
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Meridian Financial
from 13F filings
Historical chart of Meridian Financial investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Meridian Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $964k | 11k | 87.21 |
| 2025-06-30 | $850k | 10k | 81.66 |
| 2025-03-31 | $771k | 9.8k | 78.85 |
| 2024-12-31 | $760k | 10k | 75.69 |
| 2024-09-30 | $739k | 9.1k | 80.78 |
| 2024-06-30 | $593k | 8.7k | 68.14 |
| 2024-03-31 | $529k | 8.1k | 65.65 |
| 2023-12-31 | $507k | 8.0k | 63.33 |
| 2023-09-30 | $283k | 4.8k | 58.93 |
| 2023-06-30 | $301k | 4.6k | 65.44 |
| 2023-03-31 | $298k | 4.4k | 67.69 |
| 2022-12-31 | $261k | 3.7k | 70.50 |
| 2022-09-30 | $242k | 3.7k | 65.51 |
| 2022-06-30 | $260k | 3.7k | 70.13 |
| 2022-03-31 | $276k | 3.7k | 74.46 |
| 2021-12-31 | $265k | 3.7k | 71.58 |