Utilities SPDR shares owned by Ridgecrest Wealth Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Ridgecrest Wealth Partners
from 13F filings
Historical chart of Ridgecrest Wealth Partners investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Ridgecrest Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $228k | 2.6k | 87.21 |
| 2025-06-30 | $214k | 2.6k | 81.66 |
| 2025-03-31 | $207k | 2.6k | 78.85 |
| 2024-09-30 | $212k | 2.6k | 80.78 |
| 2023-09-30 | $249k | 4.2k | 58.93 |
| 2023-06-30 | $276k | 4.2k | 65.44 |
| 2023-03-31 | $286k | 4.2k | 67.69 |
| 2022-12-31 | $298k | 4.2k | 70.50 |
| 2022-09-30 | $276k | 4.2k | 65.40 |
| 2022-06-30 | $296k | 4.2k | 70.14 |
| 2022-03-31 | $313k | 4.2k | 74.51 |
| 2021-12-31 | $327k | 4.6k | 71.54 |
| 2021-09-30 | $297k | 4.7k | 63.86 |
| 2021-06-30 | $294k | 4.7k | 63.23 |
| 2021-03-31 | $298k | 4.7k | 64.09 |
More positions owned by Ridgecrest Wealth Partners
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