Utilities SPDR shares owned by Pettinga Financial Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Pettinga Financial Advisors
from 13F filings
Historical chart of Pettinga Financial Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Pettinga Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 20k | 65.65 |
| 2023-12-31 | $949k | 15k | 63.33 |
| 2023-09-30 | $267k | 4.5k | 58.93 |
| 2021-12-31 | $3.0M | 42k | 71.58 |
| 2021-09-30 | $2.7M | 43k | 63.88 |
| 2021-06-30 | $3.7M | 59k | 63.24 |
| 2021-03-31 | $3.9M | 61k | 64.04 |
| 2020-12-31 | $2.0M | 31k | 62.70 |
| 2020-09-30 | $926k | 16k | 59.35 |
| 2020-06-30 | $611k | 11k | 56.39 |
| 2020-03-31 | $475k | 8.6k | 55.39 |
| 2018-12-31 | $299k | 5.7k | 52.92 |
More positions owned by Pettinga Financial Advisors
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