Utilities SPDR shares owned by Tyler-Stone Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Tyler-Stone Wealth Management
from 13F filings
Historical chart of Tyler-Stone Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Tyler-Stone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.9M | 35k | 81.66 |
| 2025-03-31 | $2.5M | 32k | 78.85 |
| 2024-12-31 | $2.3M | 31k | 75.69 |
| 2024-09-30 | $1.8M | 22k | 80.78 |
| 2024-06-30 | $761k | 11k | 68.14 |
| 2024-03-31 | $717k | 11k | 65.65 |
| 2023-12-31 | $724k | 11k | 63.33 |
| 2023-09-30 | $688k | 12k | 58.96 |
| 2023-06-30 | $698k | 11k | 65.41 |
| 2022-12-31 | $749k | 11k | 70.49 |
| 2022-09-30 | $691k | 11k | 65.52 |
| 2022-06-30 | $733k | 11k | 70.09 |
| 2022-03-31 | $771k | 10k | 74.49 |
| 2021-12-31 | $708k | 9.9k | 71.57 |
More positions owned by Tyler-Stone Wealth Management
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