Utilities SPDR shares owned by Wealth Advisors of Iowa
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Wealth Advisors of Iowa
from 13F filings
Historical chart of Wealth Advisors of Iowa investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Wealth Advisors of Iowa
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 184k | 87.21 |
| 2025-06-30 | $14M | 166k | 81.66 |
| 2025-03-31 | $13M | 164k | 78.85 |
| 2024-12-31 | $12M | 155k | 75.69 |
| 2024-09-30 | $13M | 155k | 80.78 |