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Utilities SPDR shares owned by Ethos Financial Group

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

Historical chart of Ethos Financial Group investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $18M 204k 87.21
2025-06-30 $17M 203k 81.66
2025-03-31 $16M 203k 78.85
2023-09-30 $787k 13k 58.93