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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

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Quarterly 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