Utilities SPDR shares owned by Penobscot Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Penobscot Wealth Management
from 13F filings
Historical chart of Penobscot Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Penobscot Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 18k | 87.21 |
| 2025-06-30 | $1.4M | 17k | 81.66 |
| 2025-03-31 | $1.2M | 15k | 78.85 |
| 2024-12-31 | $877k | 12k | 75.73 |
| 2024-09-30 | $886k | 11k | 80.80 |
| 2024-06-30 | $697k | 10k | 68.56 |
| 2024-03-31 | $654k | 10k | 65.68 |
| 2023-12-31 | $994k | 16k | 63.33 |
| 2023-09-30 | $1.1M | 19k | 58.98 |
| 2023-06-30 | $1.2M | 19k | 65.45 |
| 2023-03-31 | $1.3M | 19k | 67.69 |
| 2022-12-31 | $1.1M | 16k | 70.51 |
| 2022-09-30 | $826k | 13k | 65.51 |
| 2022-06-30 | $744k | 11k | 70.09 |
| 2022-03-31 | $749k | 10k | 74.48 |
More positions owned by Penobscot Wealth Management
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