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
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Quarterly reported holdings in Utilities SPDR by Financial & Tax Architects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 15k | 87.21 |
| 2025-06-30 | $1.1M | 14k | 81.66 |
| 2025-03-31 | $967k | 12k | 78.85 |
| 2024-12-31 | $789k | 10k | 75.69 |
| 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 |
More positions owned by Financial & Tax Architects
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