Utilities SPDR shares owned by PBMares Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by PBMares Wealth Management
from 13F filings
Historical chart of PBMares Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by PBMares Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $231k | 2.9k | 80.78 |
| 2023-12-31 | $231k | 3.7k | 63.33 |
| 2023-09-30 | $223k | 3.8k | 58.93 |
| 2023-06-30 | $201k | 3.1k | 65.44 |
| 2023-03-31 | $202k | 3.0k | 67.69 |
| 2022-12-31 | $212k | 3.0k | 70.50 |
| 2022-09-30 | $281k | 4.3k | 65.49 |
| 2022-06-30 | $403k | 5.7k | 70.10 |
| 2022-03-31 | $404k | 5.4k | 74.47 |