Utilities SPDR shares owned by Intrepid Financial Planning Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Intrepid Financial Planning Group
from 13F filings
Historical chart of Intrepid Financial Planning Group investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Intrepid Financial Planning Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Intrepid Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 22k | 87.21 |
| 2025-06-30 | $1.8M | 22k | 81.66 |
| 2025-03-31 | $1.7M | 22k | 78.59 |
| 2024-12-31 | $1.7M | 23k | 75.69 |
| 2024-09-30 | $1.9M | 24k | 80.78 |
| 2024-06-30 | $1.6M | 24k | 68.14 |
| 2024-03-31 | $1.6M | 24k | 65.65 |
| 2023-09-30 | $1.4M | 24k | 58.93 |
| 2023-06-30 | $1.6M | 24k | 65.44 |
| 2023-03-31 | $1.6M | 24k | 67.69 |
| 2022-12-31 | $1.7M | 25k | 70.50 |
| 2022-09-30 | $1.6M | 25k | 65.49 |
| 2022-06-30 | $1.7M | 25k | 70.14 |
More positions owned by Intrepid Financial Planning Group
View all positions for Intrepid Financial Planning Group