Utilities SPDR shares owned by Narus Financial Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Narus Financial Partners
from 13F filings
Historical chart of Narus Financial Partners investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Narus Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $553k | 6.8k | 80.78 |
| 2024-06-30 | $397k | 5.8k | 68.14 |
| 2024-03-31 | $386k | 5.9k | 65.65 |
| 2023-12-31 | $379k | 6.0k | 63.33 |
| 2023-09-30 | $1.2M | 20k | 58.93 |
| 2023-06-30 | $1.3M | 20k | 65.44 |
| 2023-03-31 | $1.4M | 20k | 67.69 |
| 2022-12-31 | $1.4M | 20k | 70.50 |
| 2022-09-30 | $1.1M | 16k | 65.51 |
| 2022-06-30 | $1.0M | 15k | 70.13 |
| 2021-03-31 | $268k | 4.2k | 64.05 |
| 2019-12-31 | $580k | 9.0k | 64.62 |
| 2019-09-30 | $491k | 7.6k | 64.74 |