Utilities SPDR shares owned by Sowa Financial Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Sowa Financial Group
from 13F filings
Historical chart of Sowa Financial Group investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Sowa Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 19k | 63.33 |
| 2023-12-31 | $1.2M | 19k | 63.33 |
| 2023-09-30 | $1.2M | 20k | 58.94 |
| 2023-06-30 | $1.3M | 20k | 65.42 |
| 2023-03-31 | $1.4M | 20k | 67.71 |
| 2022-12-31 | $1.6M | 23k | 70.52 |
| 2022-09-30 | $1.5M | 23k | 65.50 |
| 2022-06-30 | $1.6M | 23k | 70.12 |
| 2022-03-31 | $1.6M | 22k | 74.46 |
| 2021-12-31 | $1.5M | 21k | 71.57 |
| 2021-09-30 | $1.3M | 21k | 63.88 |
| 2021-06-30 | $1.2M | 19k | 63.24 |
| 2021-03-31 | $1.1M | 18k | 64.07 |
| 2020-12-31 | $1.0M | 16k | 62.72 |
| 2020-09-30 | $884k | 15k | 59.36 |
| 2020-06-30 | $829k | 15k | 56.46 |
| 2020-03-31 | $819k | 15k | 55.42 |
| 2019-12-31 | $994k | 15k | 64.60 |