Utilities SPDR shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $847k | 9.7k | 87.21 |
| 2025-06-30 | $793k | 9.7k | 81.66 |
| 2025-03-31 | $767k | 9.7k | 78.85 |
| 2024-12-31 | $736k | 9.7k | 75.69 |
| 2024-09-30 | $734k | 9.1k | 80.78 |
| 2024-06-30 | $619k | 9.1k | 68.14 |
| 2024-03-31 | $586k | 8.9k | 65.65 |
| 2023-12-31 | $601k | 9.5k | 63.31 |
| 2023-09-30 | $322k | 5.5k | 58.87 |
| 2023-06-30 | $362k | 5.5k | 65.35 |
| 2023-03-31 | $408k | 6.0k | 67.62 |
| 2022-12-31 | $383k | 5.4k | 70.47 |
| 2022-09-30 | $74k | 1.1k | 65.89 |
| 2022-06-30 | $78k | 1.1k | 69.71 |
| 2022-03-31 | $83k | 1.1k | 74.51 |
| 2021-12-31 | $79k | 1.1k | 71.17 |
| 2021-09-30 | $51k | 805 | 63.35 |
| 2021-06-30 | $38k | 601 | 63.23 |
| 2021-03-31 | $38k | 596 | 63.76 |
| 2020-12-31 | $37k | 592 | 62.50 |
More positions owned by Tradition Wealth Management
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