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 |
|---|---|---|---|
| 2025-03-31 | $2.5M | 32k | 78.85 |
| 2024-12-31 | $3.1M | 41k | 75.69 |
| 2024-09-30 | $1.9M | 23k | 80.78 |