Utilities SPDR shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 28k | 87.21 |
| 2025-06-30 | $2.3M | 29k | 81.66 |
| 2025-03-31 | $2.3M | 29k | 78.85 |
| 2024-12-31 | $2.2M | 29k | 75.69 |
| 2024-09-30 | $2.4M | 30k | 80.78 |
| 2024-06-30 | $2.0M | 29k | 68.14 |
| 2024-03-31 | $2.0M | 31k | 65.65 |
| 2023-12-31 | $2.0M | 32k | 63.33 |
| 2023-09-30 | $2.0M | 35k | 58.93 |
| 2023-06-30 | $2.5M | 38k | 65.44 |