Utilities SPDR shares owned by Brendel Financial Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Brendel Financial Advisors
from 13F filings
Historical chart of Brendel Financial Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Brendel Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $703k | 11k | 63.35 |
| 2023-09-30 | $636k | 11k | 58.97 |
| 2022-12-31 | $1.5M | 21k | 70.52 |
| 2022-09-30 | $1.3M | 21k | 65.49 |
| 2022-06-30 | $1.4M | 21k | 70.14 |
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