Utilities SPDR shares owned by Independent Financial Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $5.1M | 111k | 45.89 |
| 2025-09-30 | $4.2M | 48k | 87.21 |
| 2025-06-30 | $5.3M | 65k | 81.66 |
| 2025-03-31 | $4.6M | 58k | 78.85 |
| 2024-12-31 | $7.6M | 101k | 75.69 |
| 2024-09-30 | $7.3M | 91k | 80.78 |
| 2024-06-30 | $4.9M | 72k | 68.14 |
| 2024-03-31 | $4.1M | 63k | 65.65 |
| 2023-12-31 | $5.2M | 83k | 63.33 |
| 2023-09-30 | $3.9M | 67k | 58.93 |
| 2023-06-30 | $4.8M | 73k | 65.44 |
| 2023-03-31 | $5.1M | 75k | 67.69 |
| 2022-12-31 | $4.8M | 69k | 70.50 |
| 2022-09-30 | $4.6M | 71k | 65.51 |
| 2022-06-30 | $2.7M | 39k | 70.13 |
| 2022-03-31 | $1.3M | 17k | 74.46 |
| 2021-12-31 | $1.5M | 21k | 71.58 |
| 2021-09-30 | $970k | 15k | 63.88 |
| 2021-06-30 | $1.0M | 16k | 63.23 |
| 2021-03-31 | $1.5M | 24k | 64.04 |
| 2020-12-31 | $1.4M | 22k | 62.70 |
| 2020-09-30 | $1.2M | 21k | 59.38 |
| 2020-06-30 | $1.3M | 24k | 56.43 |
| 2020-03-31 | $816k | 15k | 55.41 |
More positions owned by Independent Financial Group
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