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Utilities SPDR shares owned by BFC Planning

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by BFC Planning from 13F filings

Historical chart of BFC Planning investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by BFC Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.2M 94k 45.34
2026-03-31 $4.4M 95k 45.89
2025-12-31 $3.8M 89k 42.69
2025-09-30 $1.6M 19k 87.21
2025-06-30 $1.3M 16k 81.67
2025-03-31 $1.0M 13k 78.85
2024-12-31 $1.0M 13k 75.68