IFG Advisory »

Utilities SPDR shares owned by IFG Advisory

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by IFG Advisory from 13F filings

Historical chart of IFG Advisory investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by IFG Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Utilities SPDR by IFG Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 58k 80.78
2024-06-30 $3.4M 50k 68.14
2024-03-31 $3.2M 49k 65.65
2023-12-31 $4.4M 69k 63.33
2023-09-30 $4.1M 70k 58.93
2023-06-30 $4.5M 69k 65.44
2023-03-31 $5.2M 77k 67.69
2022-12-31 $5.1M 72k 70.49
2022-09-30 $4.9M 75k 65.50
2022-06-30 $5.3M 76k 70.12
2022-03-31 $5.2M 70k 74.46
2021-12-31 $4.1M 58k 71.57
2021-09-30 $3.4M 53k 63.88
2021-06-30 $3.3M 52k 63.23
2021-03-31 $3.1M 49k 64.04
2020-12-31 $3.0M 48k 62.69
2020-09-30 $2.6M 44k 59.37
2020-06-30 $1.8M 31k 56.40
2020-03-31 $1.8M 33k 55.40
2019-12-31 $2.0M 31k 64.62
2019-09-30 $2.0M 31k 64.71
2019-06-30 $1.8M 30k 59.63
2019-03-31 $1.7M 29k 58.16
2018-12-31 $1.4M 27k 52.89
2018-09-30 $1.4M 27k 52.65
2018-06-30 $1.3M 26k 51.95
2018-03-31 $1.4M 27k 50.50
2017-12-31 $1.5M 29k 52.66