Utilities SPDR shares owned by Taylor & Morgan Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Taylor & Morgan Wealth Management
from 13F filings
Historical chart of Taylor & Morgan Wealth Management investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Taylor & Morgan Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Taylor & Morgan Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $478k | 11k | 42.69 |
| 2025-09-30 | $485k | 5.6k | 87.21 |
| 2025-06-30 | $451k | 5.5k | 81.66 |
| 2025-03-31 | $433k | 5.5k | 78.85 |
| 2024-12-31 | $413k | 5.4k | 75.69 |
| 2024-09-30 | $437k | 5.4k | 80.78 |
| 2024-06-30 | $366k | 5.4k | 68.14 |
| 2024-03-31 | $264k | 4.0k | 65.66 |
| 2023-12-31 | $253k | 4.0k | 63.33 |
| 2023-09-30 | $233k | 4.0k | 58.94 |
| 2023-06-30 | $257k | 3.9k | 65.44 |
| 2023-03-31 | $263k | 3.9k | 67.70 |
| 2022-12-31 | $272k | 3.9k | 70.50 |
| 2022-09-30 | $615k | 9.4k | 65.53 |
| 2022-06-30 | $370k | 5.3k | 70.21 |
| 2022-03-31 | $389k | 5.2k | 74.36 |
| 2021-12-31 | $372k | 5.2k | 71.58 |
More positions owned by Taylor & Morgan Wealth Management
View all positions for Taylor & Morgan Wealth Management