Utilities SPDR shares owned by Talisman Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Talisman Wealth Advisors
from 13F filings
Historical chart of Talisman Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Talisman Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $571k | 6.5k | 87.21 |
| 2025-06-30 | $485k | 5.9k | 81.67 |
| 2025-03-31 | $461k | 5.9k | 78.84 |
| 2024-12-31 | $389k | 5.1k | 75.69 |
| 2024-09-30 | $409k | 5.1k | 80.47 |
| 2024-06-30 | $345k | 5.1k | 68.15 |
| 2024-03-31 | $311k | 4.7k | 65.65 |