Utilities SPDR shares owned by Strategic Wealth Designers
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Strategic Wealth Designers
from 13F filings
Historical chart of Strategic Wealth Designers investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Strategic Wealth Designers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 117k | 87.21 |
| 2025-06-30 | $456k | 5.6k | 81.66 |
| 2025-03-31 | $392k | 5.0k | 78.85 |
| 2024-12-31 | $4.8M | 63k | 75.69 |
| 2024-09-30 | $6.2M | 77k | 81.43 |
More positions owned by Strategic Wealth Designers
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