Utilities SPDR shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $467k | 5.8k | 80.78 |
| 2024-06-30 | $270k | 4.0k | 68.14 |
| 2023-06-30 | $242k | 3.7k | 65.44 |
| 2023-03-31 | $266k | 3.6k | 73.28 |
| 2022-12-31 | $312k | 4.4k | 70.50 |
| 2022-09-30 | $284k | 4.3k | 66.00 |