Utilities SPDR shares owned by Financial Partners Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Financial Partners Group
from 13F filings
Historical chart of Financial Partners Group investment in Utilities SPDR
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All positions including Utilities SPDR held by Financial Partners Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Financial Partners Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $403k | 5.0k | 80.79 |
| 2023-06-30 | $2.3M | 35k | 63.99 |
| 2023-03-31 | $3.3M | 48k | 67.69 |
| 2022-12-31 | $3.3M | 49k | 68.12 |
| 2022-09-30 | $2.7M | 42k | 65.52 |
| 2022-06-30 | $1.2M | 17k | 70.13 |
| 2022-03-31 | $1.1M | 15k | 74.47 |
| 2021-12-31 | $978k | 14k | 69.27 |
| 2021-09-30 | $902k | 14k | 63.87 |
| 2021-06-30 | $910k | 14k | 63.26 |