Utilities SPDR shares owned by Wsfs Capital Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Wsfs Capital Management
from 13F filings
Historical chart of Wsfs Capital Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Wsfs Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $443k | 5.1k | 87.21 |
| 2025-06-30 | $388k | 4.8k | 81.66 |
| 2025-03-31 | $353k | 4.5k | 78.85 |
| 2024-12-31 | $396k | 46k | 8.58 |
| 2024-09-30 | $423k | 5.2k | 80.78 |
| 2024-06-30 | $261k | 3.8k | 68.14 |
| 2024-03-31 | $252k | 3.8k | 65.65 |
| 2023-12-31 | $243k | 3.8k | 63.33 |
| 2023-09-30 | $226k | 3.8k | 58.93 |
| 2023-06-30 | $251k | 3.8k | 65.44 |
| 2023-03-31 | $250k | 3.7k | 67.69 |
| 2022-12-31 | $260k | 3.7k | 70.50 |
| 2022-09-30 | $241k | 3.7k | 65.38 |
| 2022-06-30 | $258k | 3.7k | 69.99 |
| 2022-03-31 | $274k | 3.7k | 74.34 |
| 2021-12-31 | $264k | 3.7k | 71.62 |
| 2021-09-30 | $235k | 3.7k | 63.75 |
| 2021-06-30 | $325k | 5.1k | 63.28 |
| 2021-03-31 | $329k | 5.1k | 64.06 |
| 2020-12-31 | $322k | 5.1k | 62.69 |
| 2020-09-30 | $305k | 5.1k | 59.38 |
| 2020-06-30 | $290k | 5.1k | 56.46 |
| 2020-03-31 | $290k | 5.2k | 55.39 |
| 2019-12-31 | $364k | 5.6k | 64.55 |
| 2019-09-30 | $365k | 5.6k | 64.73 |
| 2019-06-30 | $336k | 5.6k | 59.59 |
| 2019-03-31 | $298k | 5.1k | 58.16 |
| 2018-12-31 | $271k | 5.1k | 52.89 |
| 2018-09-30 | $215k | 4.1k | 52.58 |
| 2018-06-30 | $212k | 4.1k | 51.85 |
| 2018-03-31 | $207k | 4.1k | 50.62 |
| 2017-12-31 | $226k | 4.3k | 53.00 |
| 2017-09-30 | $226k | 4.3k | 53.00 |
| 2017-06-30 | $222k | 4.3k | 52.06 |
| 2017-03-31 | $219k | 4.3k | 51.36 |