Utilities SPDR shares owned by MGB Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by MGB Wealth Management
from 13F filings
Historical chart of MGB Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by MGB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $100k | 1.2k | 87.21 |
| 2025-06-30 | $82k | 1.0k | 81.66 |
| 2025-03-31 | $79k | 1.0k | 78.85 |
| 2024-12-31 | $30k | 400 | 75.69 |
| 2024-09-30 | $32k | 400 | 80.78 |
| 2024-06-30 | $7.1k | 100 | 71.26 |
| 2024-03-31 | $6.6k | 100 | 65.65 |
| 2023-12-31 | $3.2k | 50 | 63.34 |