Utilities SPDR shares owned by Meridian Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Meridian Wealth Management
from 13F filings
Historical chart of Meridian Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Meridian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.0M | 48k | 42.69 |
| 2025-09-30 | $1.6M | 19k | 84.33 |
| 2025-06-30 | $1.1M | 14k | 81.26 |
| 2025-03-31 | $1.0M | 13k | 78.48 |
| 2024-12-31 | $898k | 12k | 75.37 |
| 2024-09-30 | $933k | 12k | 80.32 |
| 2024-06-30 | $691k | 10k | 67.98 |
| 2023-06-30 | $521k | 8.0k | 65.44 |
| 2023-03-31 | $546k | 8.1k | 67.69 |
| 2022-12-31 | $798k | 11k | 70.50 |
| 2022-09-30 | $744k | 11k | 65.48 |
| 2022-06-30 | $594k | 8.5k | 70.12 |
| 2022-03-31 | $574k | 7.7k | 74.52 |
| 2021-12-31 | $551k | 7.7k | 71.57 |
| 2021-09-30 | $523k | 8.2k | 63.82 |
| 2021-06-30 | $421k | 6.7k | 63.25 |
| 2019-06-30 | $319k | 534 | 597.38 |
| 2019-03-31 | $297k | 510 | 582.35 |
More positions owned by Meridian Wealth Management
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