Utilities SPDR shares owned by Bbjs Financial Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Bbjs Financial Advisors
from 13F filings
Historical chart of Bbjs Financial Advisors investment in Utilities SPDR
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All positions including Utilities SPDR held by Bbjs Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Bbjs Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.9M | 60k | 80.78 |
| 2024-06-30 | $4.1M | 60k | 68.14 |
| 2024-03-31 | $4.6M | 70k | 65.65 |
| 2023-12-31 | $4.1M | 65k | 63.33 |
| 2023-09-30 | $3.9M | 67k | 58.93 |
| 2023-06-30 | $2.2M | 34k | 65.44 |