Utilities SPDR shares owned by Larson Financial Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Larson Financial Group
from 13F filings
Historical chart of Larson Financial Group investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Larson Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 25k | 87.21 |
| 2025-06-30 | $1.7M | 21k | 81.66 |
| 2025-03-31 | $4.0M | 50k | 78.85 |
| 2024-12-31 | $1.3M | 17k | 75.69 |
| 2024-09-30 | $1.1M | 13k | 80.78 |
| 2024-06-30 | $462k | 6.8k | 68.14 |
| 2024-03-31 | $252k | 3.8k | 65.65 |
| 2023-12-31 | $291k | 4.6k | 63.33 |
| 2023-09-30 | $194k | 3.3k | 58.93 |
| 2023-06-30 | $206k | 3.2k | 65.44 |
| 2023-03-31 | $232k | 3.4k | 67.69 |
| 2022-12-31 | $232k | 3.3k | 70.50 |
| 2022-09-30 | $218k | 3.3k | 65.52 |
| 2022-06-30 | $72k | 1.0k | 69.97 |
| 2022-03-31 | $11k | 146 | 75.34 |
| 2021-12-31 | $10k | 146 | 68.49 |
| 2021-09-30 | $9.0k | 146 | 61.64 |
| 2021-06-30 | $9.0k | 146 | 61.64 |
| 2021-03-31 | $9.0k | 137 | 65.69 |
| 2020-12-31 | $9.0k | 137 | 65.69 |
| 2020-09-30 | $8.0k | 137 | 58.39 |
| 2020-06-30 | $8.0k | 137 | 58.39 |
| 2020-03-31 | $8.0k | 137 | 58.39 |
| 2019-12-31 | $9.0k | 137 | 65.69 |
| 2019-09-30 | $9.0k | 137 | 65.69 |
| 2019-06-30 | $8.0k | 137 | 58.39 |
| 2019-03-31 | $7.0k | 135 | 51.85 |
| 2018-12-31 | $7.0k | 135 | 51.85 |