SkyOak Wealt »

Utilities SPDR shares owned by SkyOak Wealt

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by SkyOak Wealt from 13F filings

Historical chart of SkyOak Wealt investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by SkyOak Wealt consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Utilities SPDR by SkyOak Wealt

Quarter filed Position value Share count Share price at filing
2025-12-31 $258k 6.0k 42.69
2025-09-30 $264k 3.0k 87.21
2025-06-30 $247k 3.0k 81.66
2025-03-31 $238k 3.0k 78.85
2024-12-31 $232k 3.1k 75.69
2020-03-31 $5.8M 105k 55.41
2019-12-31 $270k 4.2k 64.66