Utilities SPDR shares owned by Lokken Investment Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $847k | 11k | 75.69 |
| 2024-09-30 | $1.0M | 12k | 80.78 |
| 2024-06-30 | $826k | 12k | 68.14 |
| 2024-03-31 | $729k | 11k | 65.65 |
| 2023-12-31 | $697k | 11k | 63.33 |
| 2023-09-30 | $669k | 11k | 58.93 |
| 2023-06-30 | $608k | 9.3k | 65.44 |
| 2023-03-31 | $557k | 8.2k | 67.69 |
| 2022-12-31 | $1.5M | 21k | 70.50 |
| 2022-09-30 | $1.3M | 20k | 65.49 |
| 2022-06-30 | $1.4M | 19k | 70.10 |