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Utilities SPDR shares owned by Financial & Tax Architects

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Financial & Tax Architects from 13F filings

Historical chart of Financial & Tax Architects investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Financial & Tax Architects consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Financial & Tax Architects

Quarter filed Position value Share count Share price at filing
2024-09-30 $779k 9.6k 80.78
2024-06-30 $719k 11k 68.14
2022-12-31 $1.2M 18k 69.23
2022-09-30 $1.4M 21k 65.51
2022-06-30 $1.6M 22k 70.13
2022-03-31 $1.6M 22k 74.46
2021-12-31 $1.3M 18k 71.58
2021-09-30 $920k 14k 63.88
2021-06-30 $674k 11k 63.23