Utilities SPDR shares owned by Monument Capital Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Monument Capital Management
from 13F filings
Historical chart of Monument Capital Management investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Monument Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Utilities SPDR by Monument Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 55k | 87.21 |
| 2025-06-30 | $4.8M | 59k | 81.66 |
| 2025-03-31 | $4.6M | 58k | 78.85 |
| 2024-09-30 | $5.0M | 62k | 80.78 |
More positions owned by Monument Capital Management
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