Utilities SPDR shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.0M | 80k | 87.21 |
| 2025-06-30 | $7.1M | 87k | 81.66 |
| 2023-12-31 | $768k | 12k | 63.33 |