Utilities SPDR shares owned by Rockport Wealth
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Rockport Wealth
from 13F filings
Historical chart of Rockport Wealth investment in Utilities SPDR
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All positions including Utilities SPDR held by Rockport Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Rockport Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 27k | 87.21 |
| 2025-06-30 | $5.6M | 69k | 81.66 |
| 2025-03-31 | $2.9M | 37k | 78.85 |
| 2024-12-31 | $2.3M | 31k | 76.57 |
| 2024-09-30 | $16M | 203k | 80.78 |
| 2024-06-30 | $12M | 177k | 68.14 |
| 2024-03-31 | $562k | 8.6k | 65.42 |