Utilities SPDR shares owned by Capital Financial Planning
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Capital Financial Planning
from 13F filings
Historical chart of Capital Financial Planning investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Capital Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $477k | 8.1k | 58.93 |
| 2023-06-30 | $669k | 10k | 65.44 |
| 2023-03-31 | $669k | 9.9k | 67.69 |
| 2022-12-31 | $725k | 10k | 70.50 |
| 2022-09-30 | $540k | 8.2k | 65.49 |
| 2022-06-30 | $611k | 8.7k | 70.12 |
| 2022-03-31 | $634k | 8.5k | 74.46 |
| 2021-12-31 | $577k | 8.1k | 71.60 |
| 2021-09-30 | $540k | 8.4k | 63.91 |
| 2021-06-30 | $892k | 14k | 63.21 |
| 2021-03-31 | $534k | 8.3k | 64.01 |
| 2020-12-31 | $518k | 8.3k | 62.66 |
| 2020-09-30 | $488k | 8.2k | 59.35 |
| 2020-06-30 | $395k | 7.0k | 56.49 |
| 2020-03-31 | $447k | 8.1k | 55.41 |
| 2019-12-31 | $493k | 7.6k | 64.63 |
| 2019-09-30 | $853k | 13k | 64.72 |
| 2019-06-30 | $784k | 13k | 59.61 |
| 2019-03-31 | $250k | 4.3k | 58.10 |
| 2018-12-31 | $380k | 7.2k | 52.89 |
More positions owned by Capital Financial Planning
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