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Utilities SPDR shares owned by Chapman Financial Group

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Chapman Financial Group from 13F filings

Historical chart of Chapman Financial Group investment in Utilities SPDR

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All positions including Utilities SPDR held by Chapman Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Chapman Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 150 87.21
2025-06-30 $12k 150 81.66