Utilities SPDR shares owned by P.J. Schmidt Investment Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by P.J. Schmidt Investment Management
from 13F filings
Historical chart of P.J. Schmidt Investment Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by P.J. Schmidt Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $317k | 3.6k | 87.21 |
| 2025-06-30 | $263k | 3.2k | 81.66 |
| 2025-03-31 | $218k | 2.8k | 78.85 |
More positions owned by P.J. Schmidt Investment Management
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