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Utilities SPDR shares owned by Hrt Financial

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Hrt Financial from 13F filings

Historical chart of Hrt Financial investment in Utilities SPDR

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All positions including Utilities SPDR held by Hrt Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Hrt Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 191k 63.33
2023-09-30 $5.2M 88k 58.93
2023-06-30 $23M 354k 65.44
2023-03-31 $3.3M 49k 67.68
2022-12-31 $4.0M 57k 70.49
2021-09-30 $3.0M 47k 63.87
2021-06-30 $2.4M 38k 63.22
2020-12-31 $11M 173k 62.70
2020-09-30 $3.9M 65k 59.37
2020-06-30 $5.3M 94k 56.42
2020-03-31 $7.4M 134k 55.40
2019-12-31 $6.2M 96k 64.62
2019-03-31 $552k 9.5k 58.17
2017-09-30 $374k 7.1k 52.97
2016-09-30 $5.4M 110k 48.99
2016-06-30 $2.1M 40k 52.45
2016-03-31 $419k 8.5k 49.51
2015-12-31 $2.3M 53k 43.27
2015-06-30 $1.9M 45k 41.45