Utilities SPDR shares owned by PMG Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by PMG Wealth Management
from 13F filings
Historical chart of PMG Wealth Management investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by PMG Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by PMG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $376k | 8.8k | 42.69 |
| 2025-09-30 | $386k | 4.4k | 87.75 |
| 2025-06-30 | $359k | 4.4k | 81.66 |
| 2025-03-31 | $379k | 4.8k | 78.85 |
| 2024-12-31 | $363k | 4.8k | 75.69 |