Utilities SPDR shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $236k | 5.5k | 42.69 |
| 2022-12-31 | $223k | 3.2k | 70.50 |
| 2022-09-30 | $209k | 3.2k | 65.58 |
| 2022-06-30 | $222k | 3.2k | 70.16 |
| 2022-03-31 | $236k | 3.2k | 74.59 |
| 2021-12-31 | $226k | 3.2k | 71.43 |
| 2021-09-30 | $202k | 3.2k | 63.84 |
| 2021-06-30 | $200k | 3.2k | 63.21 |
| 2021-03-31 | $203k | 3.2k | 64.16 |
| 2020-06-30 | $16k | 276 | 57.97 |