Utilities SPDR shares owned by New Wave Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by New Wave Wealth Advisors
from 13F filings
Historical chart of New Wave Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by New Wave Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 16k | 87.21 |
| 2025-06-30 | $1.3M | 16k | 81.66 |
| 2025-03-31 | $1.3M | 16k | 78.85 |
| 2024-12-31 | $2.4M | 31k | 75.69 |
| 2024-06-30 | $1.2M | 18k | 68.14 |