Utilities SPDR shares owned by Halpern Financial
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12k | 149 | 81.47 |
| 2024-06-30 | $7.4k | 108 | 68.14 |
| 2024-03-31 | $7.0k | 108 | 65.10 |
| 2023-12-31 | $7.0k | 108 | 64.49 |
| 2021-12-31 | $58k | 804 | 71.58 |
| 2021-09-30 | $9.6k | 150 | 63.88 |
| 2021-06-30 | $56k | 882 | 63.23 |
| 2019-12-31 | $32k | 500 | 64.62 |