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Utilities SPDR shares owned by JSF Financial

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by JSF Financial from 13F filings

Historical chart of JSF Financial investment in Utilities SPDR

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All positions including Utilities SPDR held by JSF Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by JSF Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 25k 80.78
2024-06-30 $1.5M 23k 68.14
2024-03-31 $1.4M 21k 65.65
2023-09-30 $5.2M 89k 58.93
2023-06-30 $5.2M 80k 65.44
2023-03-31 $503k 7.4k 67.69