Utilities SPDR shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.4M | 96k | 45.89 |
| 2025-12-31 | $2.1M | 50k | 42.69 |
| 2025-09-30 | $2.5M | 29k | 87.21 |
| 2025-06-30 | $2.2M | 28k | 81.66 |
| 2025-03-31 | $2.0M | 26k | 78.85 |
| 2024-12-31 | $2.0M | 27k | 75.69 |
| 2024-09-30 | $2.5M | 31k | 80.78 |
| 2024-06-30 | $1.2M | 18k | 68.14 |
| 2024-03-31 | $1.0M | 16k | 65.65 |
| 2023-12-31 | $810k | 13k | 63.33 |
| 2023-09-30 | $667k | 11k | 58.93 |
| 2023-06-30 | $784k | 12k | 65.44 |
| 2023-03-31 | $759k | 11k | 67.69 |
| 2022-12-31 | $752k | 11k | 70.50 |
| 2022-09-30 | $479k | 7.3k | 65.51 |
| 2022-06-30 | $441k | 6.3k | 70.07 |
| 2022-03-31 | $424k | 5.7k | 74.52 |
| 2021-12-31 | $427k | 6.0k | 71.50 |
| 2021-09-30 | $292k | 4.6k | 63.94 |
| 2021-06-30 | $231k | 3.6k | 63.32 |
| 2021-03-31 | $210k | 3.3k | 63.89 |
| 2020-03-31 | $45k | 817 | 55.08 |
| 2019-12-31 | $228k | 3.5k | 64.75 |
| 2019-09-30 | $34k | 522 | 65.13 |
| 2019-06-30 | $31k | 522 | 59.39 |
| 2019-03-31 | $30k | 522 | 57.47 |
| 2018-12-31 | $29k | 542 | 53.51 |
| 2018-09-30 | $29k | 542 | 53.51 |
| 2018-06-30 | $5.0k | 92 | 54.35 |
| 2018-03-31 | $0 | 4 | 0.00 |
More positions owned by Wealthcare Advisory Partners
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