Utilities SPDR shares owned by Baron Financial Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Baron Financial Group
from 13F filings
Historical chart of Baron Financial Group investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Baron Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Baron Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $397k | 9.3k | 42.69 |
| 2022-06-30 | $41k | 585 | 70.13 |
| 2022-03-31 | $46k | 615 | 74.46 |
| 2021-12-31 | $44k | 615 | 71.58 |
| 2021-09-30 | $39k | 615 | 63.88 |
| 2021-06-30 | $39k | 615 | 63.23 |
| 2021-03-31 | $41k | 635 | 64.04 |
| 2020-12-31 | $21k | 335 | 62.70 |
| 2020-09-30 | $20k | 335 | 59.38 |