Utilities SPDR shares owned by Family Investment Center
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Family Investment Center
from 13F filings
Historical chart of Family Investment Center investment in Utilities SPDR
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All positions including Utilities SPDR held by Family Investment Center consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Family Investment Center
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $246k | 3.0k | 80.79 |
| 2024-06-30 | $203k | 3.0k | 68.14 |
| 2023-12-31 | $223k | 3.5k | 63.33 |
| 2023-09-30 | $255k | 4.3k | 58.94 |
| 2023-06-30 | $454k | 6.9k | 65.44 |
| 2023-03-31 | $626k | 9.2k | 67.69 |
| 2022-12-31 | $4.3M | 61k | 70.50 |