Utilities SPDR shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $424k | 4.7k | 89.77 |
| 2024-09-30 | $324k | 3.9k | 82.21 |
| 2024-06-30 | $311k | 4.5k | 69.47 |
| 2024-03-31 | $281k | 4.5k | 62.77 |
| 2023-12-31 | $223k | 3.7k | 61.06 |
| 2023-09-30 | $256k | 4.4k | 58.64 |
| 2023-06-30 | $528k | 8.1k | 65.44 |
| 2023-03-31 | $451k | 6.5k | 69.10 |
| 2022-12-31 | $441k | 6.5k | 68.12 |
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