Utilities SPDR shares owned by NFP Retirement
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by NFP Retirement
from 13F filings
Historical chart of NFP Retirement investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by NFP Retirement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $815k | 10k | 81.66 |
| 2025-06-30 | $815k | 10k | 81.66 |
| 2025-03-31 | $567k | 7.2k | 78.86 |
| 2024-12-31 | $532k | 7.0k | 75.69 |
| 2024-09-30 | $524k | 6.5k | 80.78 |
| 2022-03-31 | $316k | 4.2k | 74.46 |
| 2021-12-31 | $304k | 4.2k | 71.58 |
| 2021-09-30 | $271k | 4.2k | 63.88 |
| 2021-06-30 | $269k | 4.3k | 63.23 |
| 2021-03-31 | $273k | 4.3k | 64.04 |
| 2020-12-31 | $267k | 4.3k | 62.70 |
| 2020-09-30 | $253k | 4.3k | 59.38 |