Utilities SPDR shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 211k | 90.18 |
| 2025-06-30 | $16M | 200k | 81.84 |
| 2025-03-31 | $17M | 210k | 78.85 |
| 2024-12-31 | $16M | 206k | 75.69 |
| 2024-06-30 | $12M | 180k | 68.14 |
| 2024-03-31 | $9.6M | 147k | 65.65 |
| 2023-12-31 | $8.8M | 139k | 63.33 |
| 2023-09-30 | $8.0M | 135k | 58.93 |
| 2023-06-30 | $249k | 3.8k | 65.45 |
| 2023-03-31 | $322k | 4.8k | 67.69 |
| 2022-12-31 | $220k | 3.2k | 68.58 |
| 2022-09-30 | $202k | 3.2k | 63.88 |
| 2022-06-30 | $201k | 2.9k | 69.94 |
More positions owned by Wealth Enhancement Advisory Services
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