Utilities SPDR shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $12M | 252k | 45.89 |
| 2025-09-30 | $327k | 3.8k | 87.21 |
| 2025-06-30 | $6.7M | 82k | 81.66 |
| 2025-03-31 | $6.7M | 84k | 78.85 |
| 2024-12-31 | $7.5M | 100k | 75.69 |
| 2024-09-30 | $676k | 8.4k | 80.78 |
| 2024-06-30 | $5.7M | 84k | 68.14 |
| 2024-03-31 | $263k | 4.0k | 65.66 |
| 2023-12-31 | $283k | 4.5k | 63.33 |
| 2023-09-30 | $265k | 4.5k | 58.93 |
| 2023-06-30 | $312k | 4.8k | 65.44 |
| 2022-12-31 | $461k | 6.5k | 70.50 |
| 2022-09-30 | $428k | 6.5k | 65.47 |
| 2022-06-30 | $2.1M | 30k | 70.13 |
| 2022-03-31 | $609k | 8.2k | 74.50 |
More positions owned by Steel Peak Wealth Management
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