Utilities SPDR shares owned by Merriman Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Merriman Wealth Management
from 13F filings
Historical chart of Merriman Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Merriman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $229k | 3.9k | 58.93 |
| 2023-06-30 | $247k | 3.8k | 65.44 |
| 2023-03-31 | $256k | 3.8k | 67.69 |
| 2022-03-31 | $208k | 2.8k | 74.39 |
| 2021-12-31 | $1.3M | 20k | 63.21 |
| 2021-06-30 | $1.3M | 20k | 63.21 |
| 2018-03-31 | $344k | 6.8k | 50.57 |
| 2017-12-31 | $279k | 5.3k | 52.74 |
| 2014-09-30 | $217k | 4.7k | 46.28 |
| 2014-06-30 | $200k | 4.7k | 42.65 |
| 2014-03-31 | $203k | 4.7k | 43.29 |
| 2013-12-31 | $243k | 6.4k | 37.97 |
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