Utilities SPDR shares owned by Money Matters Financial
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Money Matters Financial
from 13F filings
Historical chart of Money Matters Financial investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Money Matters Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $961k | 23k | 42.69 |
| 2023-09-30 | $442k | 7.5k | 58.64 |
| 2023-06-30 | $337k | 5.0k | 66.88 |
| 2023-03-31 | $339k | 4.9k | 69.67 |
| 2018-06-30 | $6.1M | 118k | 51.96 |
| 2018-03-31 | $6.3M | 124k | 50.53 |
| 2017-12-31 | $5.7M | 109k | 52.68 |
| 2017-09-30 | $6.0M | 113k | 53.05 |
| 2017-06-30 | $6.0M | 115k | 51.96 |
| 2017-03-31 | $5.1M | 100k | 51.31 |