Utilities SPDR shares owned by NEXT Financial
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by NEXT Financial
from 13F filings
Historical chart of NEXT Financial investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by NEXT Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by NEXT Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2021-12-31 | $1.8M | 25k | 71.58 |
2021-09-30 | $1.4M | 22k | 63.86 |
2021-06-30 | $1.3M | 20k | 63.21 |
2021-03-31 | $1.4M | 21k | 64.02 |
2020-12-31 | $1.1M | 18k | 62.77 |
2020-09-30 | $1.2M | 20k | 59.37 |
2020-06-30 | $2.4M | 43k | 56.43 |
2020-03-31 | $2.7M | 48k | 55.41 |
2019-12-31 | $2.4M | 37k | 64.61 |
2019-09-30 | $2.1M | 32k | 64.75 |
2019-06-30 | $1.9M | 32k | 59.38 |
2019-03-31 | $467k | 8.0k | 58.15 |
2018-12-31 | $1.7M | 32k | 52.93 |
2018-09-30 | $239k | 4.5k | 52.76 |
2018-06-30 | $258k | 5.0k | 52.00 |
2018-03-31 | $280k | 5.5k | 50.55 |
2017-12-31 | $400k | 7.6k | 52.65 |
2017-09-30 | $425k | 7.8k | 54.16 |
2017-06-30 | $227k | 4.4k | 52.05 |
2017-03-31 | $199k | 3.8k | 51.73 |
2016-12-31 | $509k | 11k | 48.56 |
2016-09-30 | $534k | 11k | 48.96 |
2016-06-30 | $158k | 3.0k | 52.21 |
2016-03-31 | $213k | 4.3k | 49.52 |
2015-12-31 | $119k | 2.8k | 43.15 |
2015-09-30 | $152k | 3.5k | 43.19 |
2015-06-30 | $160k | 3.9k | 41.37 |
2015-03-31 | $427k | 9.6k | 44.35 |
2014-12-31 | $2.9M | 62k | 47.23 |
2014-09-30 | $3.6M | 87k | 42.09 |