Utilities SPDR shares owned by ORG Wealth Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by ORG Wealth Partners
from 13F filings
Historical chart of ORG Wealth Partners investment in Utilities SPDR
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All positions including Utilities SPDR held by ORG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by ORG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $169k | 1.9k | 87.21 |
| 2025-06-30 | $159k | 1.9k | 81.94 |
| 2025-03-31 | $26k | 330 | 79.05 |
| 2024-12-31 | $25k | 330 | 75.69 |
| 2024-09-30 | $27k | 330 | 80.78 |