Utilities SPDR shares owned by Wagner Bowman Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Wagner Bowman Management
from 13F filings
Historical chart of Wagner Bowman Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Wagner Bowman Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.8M | 66k | 42.69 |
| 2025-09-30 | $2.9M | 34k | 87.21 |
| 2025-06-30 | $2.8M | 35k | 81.66 |
| 2025-03-31 | $2.9M | 37k | 78.85 |
| 2024-12-31 | $2.9M | 38k | 75.69 |
| 2024-09-30 | $3.1M | 38k | 80.78 |
| 2024-06-30 | $2.6M | 38k | 68.14 |
| 2024-03-31 | $2.5M | 38k | 65.65 |
| 2023-12-31 | $2.4M | 38k | 63.33 |
| 2023-09-30 | $2.1M | 35k | 58.93 |
| 2023-06-30 | $2.4M | 36k | 65.44 |
| 2023-03-31 | $2.5M | 37k | 67.69 |
| 2022-09-30 | $2.5M | 39k | 65.51 |
| 2022-06-30 | $2.7M | 39k | 70.26 |
| 2022-03-31 | $2.9M | 40k | 73.46 |
| 2021-12-31 | $2.9M | 41k | 71.59 |
| 2021-09-30 | $2.4M | 38k | 63.87 |
| 2021-06-30 | $2.5M | 39k | 65.74 |
| 2021-03-31 | $2.3M | 36k | 64.05 |
| 2020-12-31 | $2.3M | 37k | 63.11 |
| 2020-09-30 | $2.2M | 37k | 59.38 |
| 2020-06-30 | $2.1M | 37k | 56.43 |
| 2020-03-31 | $2.0M | 36k | 55.41 |
| 2019-12-31 | $2.2M | 35k | 64.60 |
| 2019-09-30 | $2.1M | 33k | 64.72 |
| 2019-06-30 | $2.0M | 33k | 59.61 |
| 2019-03-31 | $1.9M | 32k | 58.14 |
| 2018-12-31 | $1.7M | 32k | 52.89 |
| 2018-09-30 | $1.6M | 31k | 52.63 |
| 2018-06-30 | $1.6M | 31k | 51.96 |
| 2018-03-31 | $1.6M | 31k | 50.50 |
| 2017-12-31 | $1.7M | 32k | 52.66 |
| 2017-09-30 | $1.7M | 32k | 53.04 |
| 2017-06-30 | $1.6M | 31k | 51.95 |
| 2017-03-31 | $1.6M | 30k | 51.30 |
| 2016-12-31 | $1.2M | 25k | 48.56 |
| 2016-09-30 | $1.3M | 26k | 48.95 |
| 2016-06-30 | $1.3M | 25k | 52.45 |
| 2016-03-31 | $1.1M | 21k | 49.58 |
| 2015-12-31 | $682k | 16k | 43.22 |
| 2015-09-30 | $5.6M | 13k | 436.28 |
| 2015-06-30 | $460k | 11k | 41.42 |
| 2015-03-31 | $246k | 5.5k | 44.40 |