Utilities SPDR shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 25k | 87.21 |
| 2025-06-30 | $465k | 5.7k | 81.66 |
| 2025-03-31 | $488k | 6.2k | 78.85 |
| 2024-12-31 | $446k | 5.9k | 75.69 |
| 2024-09-30 | $2.1M | 26k | 80.78 |
| 2024-06-30 | $1.8M | 27k | 68.14 |
| 2024-03-31 | $1.9M | 29k | 65.65 |
| 2023-12-31 | $1.7M | 27k | 63.33 |
| 2023-09-30 | $2.5M | 43k | 58.93 |
| 2023-06-30 | $3.9M | 59k | 65.44 |
| 2023-03-31 | $3.4M | 51k | 67.69 |
| 2022-12-31 | $3.8M | 55k | 70.50 |
| 2022-09-30 | $3.2M | 49k | 65.52 |
| 2022-06-30 | $1.7M | 24k | 70.14 |
| 2022-03-31 | $1.1M | 15k | 74.43 |
| 2021-12-31 | $324k | 4.5k | 71.48 |
| 2021-09-30 | $286k | 4.3k | 67.23 |
| 2021-03-31 | $218k | 3.4k | 64.78 |
| 2020-12-31 | $627k | 10k | 62.66 |
| 2020-03-31 | $824k | 15k | 55.43 |
| 2019-12-31 | $823k | 13k | 64.64 |
More positions owned by Transcend Wealth Collective
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