Utilities SPDR shares owned by SMART Wealth
Historical chart of SMART Wealth investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by SMART Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Utilities SPDR by SMART Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $498k | 5.7k | 87.21 |
| 2025-06-30 | $5.3M | 65k | 81.66 |
| 2025-03-31 | $3.1M | 39k | 78.85 |
| 2024-12-31 | $1.1M | 14k | 75.69 |
| 2024-09-30 | $2.4M | 29k | 80.78 |
| 2024-06-30 | $1.3M | 19k | 68.14 |
| 2024-03-31 | $451k | 6.9k | 65.65 |
| 2023-06-30 | $1.1M | 17k | 65.44 |
| 2023-03-31 | $1.0M | 15k | 67.69 |
| 2022-12-31 | $1.6M | 22k | 70.50 |