Utilities SPDR shares owned by Briaud Financial Planning
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Briaud Financial Planning
from 13F filings
Historical chart of Briaud Financial Planning investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Briaud Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $50k | 623 | 80.26 |
| 2025-03-31 | $49k | 623 | 78.65 |
| 2024-12-31 | $47k | 623 | 75.44 |
| 2024-09-30 | $50k | 623 | 80.26 |
| 2024-06-30 | $42k | 623 | 67.42 |
| 2024-03-31 | $41k | 623 | 65.81 |
| 2023-09-30 | $8.0M | 136k | 58.93 |
| 2023-06-30 | $9.0M | 138k | 65.44 |
| 2023-03-31 | $9.4M | 139k | 67.68 |
| 2022-12-31 | $10M | 144k | 70.50 |
| 2022-09-30 | $8.5M | 126k | 67.41 |
| 2022-06-30 | $6.5M | 93k | 70.12 |
| 2022-03-31 | $6.7M | 90k | 74.45 |
| 2021-12-31 | $459k | 6.4k | 71.51 |
| 2020-09-30 | $1.1M | 18k | 59.36 |
| 2020-06-30 | $585k | 10k | 56.36 |
| 2020-03-31 | $563k | 10k | 55.40 |