Utilities SPDR shares owned by Founders Financial Alliance
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Founders Financial Alliance
from 13F filings
Historical chart of Founders Financial Alliance investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Founders Financial Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Utilities SPDR by Founders Financial Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $421k | 4.8k | 87.20 |
| 2025-06-30 | $243k | 3.0k | 81.66 |
| 2025-03-31 | $349k | 4.4k | 78.86 |
| 2024-12-31 | $110k | 1.5k | 75.69 |
| 2024-09-30 | $128k | 1.6k | 80.78 |
| 2024-06-30 | $108k | 1.6k | 68.14 |
| 2024-03-31 | $97k | 1.5k | 65.65 |
| 2023-12-31 | $96k | 1.5k | 63.33 |
| 2023-09-30 | $85k | 1.4k | 58.93 |
| 2023-06-30 | $120k | 1.8k | 65.44 |
| 2023-03-31 | $98k | 1.4k | 67.69 |
| 2022-12-31 | $97k | 1.4k | 70.50 |
| 2022-09-30 | $83k | 1.3k | 65.20 |
| 2022-06-30 | $90k | 1.3k | 70.20 |
| 2022-03-31 | $89k | 1.2k | 74.85 |
| 2021-12-31 | $80k | 1.1k | 71.56 |
| 2021-09-30 | $113k | 1.8k | 63.91 |
| 2021-06-30 | $209k | 1.9k | 111.11 |
| 2021-03-31 | $130k | 2.2k | 60.00 |
| 2020-12-31 | $162k | 2.5k | 63.83 |
| 2020-09-30 | $136k | 2.3k | 58.33 |
More positions owned by Founders Financial Alliance
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