Utilities SPDR shares owned by MTM Investment Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by MTM Investment Management
from 13F filings
Historical chart of MTM Investment Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by MTM Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17k | 200 | 87.21 |
| 2025-06-30 | $16k | 200 | 81.66 |
| 2025-03-31 | $16k | 200 | 79.05 |
| 2024-12-31 | $24k | 315 | 75.69 |
| 2024-09-30 | $35k | 426 | 81.33 |
| 2024-06-30 | $29k | 425 | 68.19 |
| 2024-03-31 | $28k | 424 | 65.72 |
| 2023-12-31 | $27k | 424 | 63.27 |
| 2023-09-30 | $25k | 423 | 58.87 |
| 2023-06-30 | $244k | 3.7k | 65.44 |
| 2023-03-31 | $251k | 3.7k | 67.70 |
| 2022-12-31 | $260k | 3.7k | 70.50 |
| 2022-09-30 | $239k | 3.7k | 65.41 |
| 2022-06-30 | $261k | 3.6k | 71.86 |
| 2022-03-31 | $269k | 3.6k | 74.60 |
| 2021-12-31 | $257k | 3.6k | 71.69 |
| 2021-09-30 | $227k | 3.6k | 63.76 |
| 2021-06-30 | $224k | 3.5k | 63.37 |
| 2021-03-31 | $225k | 3.5k | 64.10 |
| 2020-12-31 | $219k | 3.5k | 62.80 |