Utilities SPDR shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Utilities SPDR
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All positions including Utilities SPDR held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $492k | 5.6k | 87.20 |
| 2025-06-30 | $433k | 5.3k | 81.65 |
| 2024-09-30 | $302k | 3.7k | 80.78 |