Utilities SPDR shares owned by JBR Co Financial Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by JBR Co Financial Management
from 13F filings
Historical chart of JBR Co Financial Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by JBR Co Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 15k | 87.21 |
| 2025-06-30 | $1.4M | 18k | 81.66 |
| 2025-03-31 | $1.4M | 17k | 78.85 |
| 2024-12-31 | $1.3M | 17k | 75.69 |
| 2024-09-30 | $1.4M | 17k | 80.78 |
| 2024-06-30 | $1.1M | 17k | 68.14 |
| 2024-03-31 | $555k | 8.5k | 65.65 |
| 2023-12-31 | $556k | 8.8k | 63.33 |
More positions owned by JBR Co Financial Management
View all positions for JBR Co Financial Management