Utilities SPDR shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $405k | 4.6k | 87.21 |
| 2025-06-30 | $379k | 4.6k | 81.66 |
| 2024-12-31 | $291k | 3.7k | 79.43 |
| 2024-09-30 | $313k | 3.9k | 80.78 |
| 2024-06-30 | $246k | 3.6k | 68.14 |
| 2024-03-31 | $243k | 3.7k | 65.65 |
| 2023-12-31 | $678k | 11k | 63.33 |
| 2023-09-30 | $825k | 14k | 58.93 |
| 2023-06-30 | $969k | 15k | 65.44 |
| 2023-03-31 | $949k | 14k | 67.69 |
| 2022-12-31 | $1.0M | 15k | 70.50 |
| 2022-09-30 | $510k | 7.8k | 65.51 |
| 2022-06-30 | $587k | 8.4k | 70.11 |
| 2022-03-31 | $623k | 8.4k | 74.41 |
| 2021-12-31 | $1.3M | 18k | 71.57 |
| 2019-09-30 | $11 | 175 | 0.06 |
| 2019-06-30 | $8.0k | 150 | 53.33 |
| 2018-06-30 | $2.0k | 38 | 52.63 |
| 2018-03-31 | $4.0k | 70 | 57.14 |
| 2017-12-31 | $2.0k | 32 | 62.50 |