Utilities SPDR shares owned by Wealth Quarterback
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Wealth Quarterback
from 13F filings
Historical chart of Wealth Quarterback investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Wealth Quarterback
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.2M | 76k | 42.69 |
| 2025-09-30 | $3.2M | 37k | 87.21 |
| 2025-06-30 | $2.8M | 35k | 81.66 |
| 2025-03-31 | $1.9M | 24k | 78.85 |
| 2024-12-31 | $3.3M | 44k | 75.69 |
| 2024-09-30 | $4.1M | 51k | 80.78 |
| 2024-06-30 | $3.4M | 49k | 68.14 |
| 2024-03-31 | $3.5M | 53k | 65.65 |
| 2023-09-30 | $2.6M | 45k | 58.93 |
| 2023-06-30 | $2.3M | 35k | 65.44 |
| 2021-09-30 | $2.0k | 23 | 86.96 |
| 2021-06-30 | $2.0k | 22 | 90.91 |
| 2020-03-31 | $1.2k | 89 | 13.72 |
| 2019-12-31 | $12k | 191 | 64.69 |