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Utilities SPDR shares owned by SMART Wealth

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

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

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Quarterly reported holdings in Utilities SPDR by SMART Wealth

Quarter filed Position value Share count Share price at filing
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