Utilities SPDR shares owned by Oak Harbor Wealth Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Oak Harbor Wealth Partners
from 13F filings
Historical chart of Oak Harbor Wealth Partners investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Oak Harbor Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28k | 320 | 87.21 |
| 2025-06-30 | $26k | 320 | 81.66 |
| 2025-03-31 | $25k | 320 | 78.85 |
| 2024-12-31 | $24k | 320 | 75.69 |
| 2024-06-30 | $27k | 400 | 68.14 |
| 2024-03-31 | $1.1k | 17 | 65.65 |
More positions owned by Oak Harbor Wealth Partners
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