Utilities SPDR shares owned by Johnson Financial Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Johnson Financial Group
from 13F filings
Historical chart of Johnson Financial Group investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Johnson Financial 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 Johnson Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $639k | 14k | 45.89 |
| 2025-12-31 | $1.1k | 26 | 42.69 |
| 2025-09-30 | $29k | 330 | 87.21 |
| 2025-06-30 | $27k | 330 | 81.66 |
| 2025-03-31 | $186k | 2.4k | 78.85 |
| 2024-09-30 | $264k | 3.3k | 80.78 |
| 2024-03-31 | $216k | 3.3k | 65.65 |
| 2023-06-30 | $26k | 400 | 65.44 |
| 2023-03-31 | $27k | 400 | 67.69 |
| 2022-12-31 | $86k | 1.2k | 70.50 |
| 2022-09-30 | $17k | 250 | 68.00 |
| 2022-06-30 | $49k | 700 | 70.00 |
| 2022-03-31 | $143k | 1.9k | 74.29 |
| 2021-12-31 | $138k | 1.9k | 71.69 |
| 2021-09-30 | $45k | 700 | 64.29 |
| 2021-06-30 | $44k | 700 | 62.86 |
| 2021-03-31 | $45k | 700 | 64.29 |
| 2020-12-31 | $260k | 4.1k | 62.79 |
| 2020-09-30 | $45k | 750 | 60.00 |
| 2020-06-30 | $42k | 750 | 56.00 |
| 2020-03-31 | $63k | 1.1k | 55.51 |
| 2019-12-31 | $163k | 2.5k | 64.55 |
| 2019-09-30 | $69k | 1.1k | 64.67 |
| 2019-06-30 | $91k | 1.5k | 59.32 |
| 2019-03-31 | $156k | 2.7k | 58.23 |
| 2018-12-31 | $444k | 8.4k | 52.89 |
| 2018-09-30 | $282k | 5.4k | 52.57 |
| 2018-06-30 | $432k | 8.3k | 52.00 |
| 2018-03-31 | $339k | 6.7k | 50.59 |
| 2017-12-31 | $1.2M | 23k | 52.69 |
| 2017-09-30 | $226k | 4.3k | 53.04 |
| 2017-06-30 | $222k | 4.3k | 51.98 |
| 2017-03-31 | $215k | 4.2k | 51.31 |
| 2016-12-31 | $318k | 6.6k | 48.50 |
| 2016-09-30 | $46k | 940 | 48.94 |
| 2016-06-30 | $73k | 1.4k | 52.52 |
| 2016-03-31 | $172k | 3.5k | 49.65 |
| 2015-12-31 | $597k | 14k | 43.28 |
| 2015-09-30 | $50k | 1.1k | 43.67 |
| 2015-06-30 | $31k | 750 | 41.33 |
| 2014-03-31 | $76k | 1.8k | 41.42 |
| 2013-12-31 | $70k | 1.8k | 38.15 |