Utilities SPDR shares owned by NEXT Financial
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by NEXT Financial
from 13F filings
Historical chart of NEXT Financial investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by NEXT Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $1.8M | 25k | 71.58 |
| 2021-09-30 | $1.4M | 22k | 63.86 |
| 2021-06-30 | $1.3M | 20k | 63.21 |
| 2021-03-31 | $1.4M | 21k | 64.02 |
| 2020-12-31 | $1.1M | 18k | 62.77 |
| 2020-09-30 | $1.2M | 20k | 59.37 |
| 2020-06-30 | $2.4M | 43k | 56.43 |
| 2020-03-31 | $2.7M | 48k | 55.41 |
| 2019-12-31 | $2.4M | 37k | 64.61 |
| 2019-09-30 | $2.1M | 32k | 64.75 |
| 2019-06-30 | $1.9M | 32k | 59.38 |
| 2019-03-31 | $467k | 8.0k | 58.15 |
| 2018-12-31 | $1.7M | 32k | 52.93 |
| 2018-09-30 | $239k | 4.5k | 52.76 |
| 2018-06-30 | $258k | 5.0k | 52.00 |
| 2018-03-31 | $280k | 5.5k | 50.55 |
| 2017-12-31 | $400k | 7.6k | 52.65 |
| 2017-09-30 | $425k | 7.8k | 54.16 |
| 2017-06-30 | $227k | 4.4k | 52.05 |
| 2017-03-31 | $199k | 3.8k | 51.73 |
| 2016-12-31 | $509k | 11k | 48.56 |
| 2016-09-30 | $534k | 11k | 48.96 |
| 2016-06-30 | $158k | 3.0k | 52.21 |
| 2016-03-31 | $213k | 4.3k | 49.52 |
| 2015-12-31 | $119k | 2.8k | 43.15 |
| 2015-09-30 | $152k | 3.5k | 43.19 |
| 2015-06-30 | $160k | 3.9k | 41.37 |
| 2015-03-31 | $427k | 9.6k | 44.35 |
| 2014-12-31 | $2.9M | 62k | 47.23 |
| 2014-09-30 | $3.6M | 87k | 42.09 |