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Utilities SPDR shares owned by Wagner Wealth Management

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Wagner Wealth Management from 13F filings

Historical chart of Wagner Wealth Management investment in Utilities SPDR

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All positions including Utilities SPDR held by Wagner Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Wagner Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.2k 202 45.34
2023-09-30 $4.4k 75 58.93
2023-06-30 $4.9k 75 65.44
2018-09-30 $85k 1.6k 52.44
2018-06-30 $84k 1.6k 51.82
2017-12-31 $7.0k 132 53.03