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Utilities SPDR shares owned by IFP Advisors

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

Historical chart of IFP Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by IFP Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.0M 45k 68.15
2024-03-31 $2.1M 33k 65.65
2023-12-31 $948k 15k 63.33
2023-09-30 $13M 215k 58.93
2023-06-30 $16M 395k 41.55
2023-03-31 $17M 409k 41.56
2022-12-31 $21M 514k 41.70
2022-09-30 $13M 315k 41.82
2022-06-30 $11M 272k 41.71
2022-03-31 $11M 272k 41.71
2021-12-31 $8.5M 118k 71.73
2021-09-30 $7.6M 118k 63.92
2021-06-30 $6.6M 105k 63.18
2021-03-31 $6.4M 100k 64.04
2020-12-31 $5.6M 90k 62.71
2020-09-30 $4.2M 70k 59.42
2020-06-30 $547k 9.7k 56.17
2020-03-31 $562k 10k 55.75
2019-12-31 $12M 192k 64.35
2019-09-30 $12M 191k 64.73
2019-03-31 $438k 7.5k 58.35
2018-12-31 $8.9M 168k 52.83
2018-09-30 $7.8M 148k 52.65
2018-06-30 $5.9M 115k 51.96
2018-03-31 $2.6M 51k 50.53
2017-12-31 $3.4M 65k 52.68
2017-09-30 $3.5M 66k 53.06
2017-06-30 $3.5M 66k 51.97
2017-03-31 $3.2M 63k 51.32
2016-12-31 $3.5M 73k 48.57
2016-09-30 $5.8M 119k 48.99
2016-06-30 $3.9M 75k 52.47
2016-03-31 $3.6M 73k 49.62
2015-12-31 $3.1M 71k 43.29