Utilities SPDR shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $408k | 9.5k | 42.69 |
| 2025-09-30 | $413k | 4.7k | 87.21 |
| 2025-06-30 | $92k | 1.1k | 81.64 |
| 2025-03-31 | $88k | 1.1k | 78.88 |
| 2024-12-31 | $85k | 1.1k | 75.70 |
| 2024-09-30 | $186k | 2.3k | 80.79 |
| 2024-06-30 | $114k | 1.7k | 68.14 |
| 2024-03-31 | $41k | 625 | 65.67 |
| 2023-12-31 | $35k | 559 | 63.32 |
| 2023-09-30 | $67k | 1.1k | 58.96 |
| 2023-06-30 | $74k | 1.1k | 65.45 |
| 2023-03-31 | $78k | 1.2k | 67.68 |
| 2022-12-31 | $117k | 1.7k | 70.48 |
| 2022-09-30 | $560k | 8.5k | 65.53 |
| 2022-06-30 | $550k | 7.8k | 70.11 |
| 2022-03-31 | $550k | 7.4k | 74.45 |
| 2021-12-31 | $529k | 7.4k | 71.61 |
| 2021-09-30 | $321k | 5.0k | 63.93 |
| 2020-09-30 | $3.0k | 45 | 66.67 |
| 2018-03-31 | $2.0k | 32 | 62.50 |
| 2017-12-31 | $1.0k | 10 | 100.00 |