Utilities SPDR shares owned by Spire Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.4M | 151k | 42.69 |
| 2025-09-30 | $7.7M | 88k | 87.21 |
| 2025-06-30 | $7.1M | 87k | 81.66 |
| 2025-03-31 | $8.0M | 102k | 78.85 |
| 2024-12-31 | $5.7M | 75k | 75.69 |
| 2024-09-30 | $6.0M | 74k | 80.78 |
| 2024-06-30 | $5.2M | 77k | 68.14 |
| 2024-03-31 | $5.5M | 84k | 65.65 |
| 2023-12-31 | $5.1M | 84k | 60.98 |
| 2023-09-30 | $6.8M | 116k | 58.93 |
| 2023-06-30 | $6.6M | 101k | 65.44 |
| 2023-03-31 | $6.0M | 89k | 67.69 |
| 2022-12-31 | $4.8M | 69k | 70.51 |
| 2022-09-30 | $4.3M | 65k | 65.50 |
| 2022-06-30 | $4.6M | 66k | 70.13 |
| 2022-03-31 | $1.2M | 17k | 74.46 |
| 2021-12-31 | $2.3M | 33k | 71.57 |
| 2021-09-30 | $1.1M | 18k | 63.89 |
| 2021-06-30 | $1.5M | 24k | 63.32 |
| 2021-03-31 | $2.3M | 36k | 61.94 |