Utilities SPDR shares owned by Wela Strategies
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Wela Strategies
from 13F filings
Historical chart of Wela Strategies investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Wela Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Wela Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 74k | 87.21 |
| 2025-06-30 | $5.9M | 73k | 81.66 |
| 2025-03-31 | $5.6M | 71k | 78.85 |
| 2024-12-31 | $7.4M | 118k | 62.31 |