Utilities SPDR shares owned by WESPAC Advisors SoCal
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by WESPAC Advisors SoCal
from 13F filings
Historical chart of WESPAC Advisors SoCal investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by WESPAC Advisors SoCal
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.4M | 81k | 42.69 |
| 2025-09-30 | $2.7M | 31k | 87.21 |
| 2025-06-30 | $2.6M | 32k | 81.66 |
| 2025-03-31 | $1.8M | 23k | 78.85 |
| 2024-12-31 | $1.7M | 23k | 75.69 |
| 2024-09-30 | $2.0M | 24k | 80.78 |
| 2024-06-30 | $1.2M | 18k | 68.14 |
| 2024-03-31 | $1.1M | 17k | 65.65 |
| 2023-12-31 | $5.4M | 85k | 63.33 |
| 2023-09-30 | $7.3M | 124k | 58.93 |
| 2023-06-30 | $8.0M | 123k | 65.44 |
| 2023-03-31 | $8.3M | 122k | 67.69 |
| 2022-12-31 | $8.5M | 121k | 70.50 |
| 2022-09-30 | $6.7M | 101k | 66.78 |
| 2018-09-30 | $9.0k | 180 | 50.00 |