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Utilities SPDR shares owned by Northeast Financial Consultants

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Northeast Financial Consultants from 13F filings

Historical chart of Northeast Financial Consultants investment in Utilities SPDR

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All positions including Utilities SPDR held by Northeast Financial Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Northeast Financial Consultants

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 17k 80.78
2024-06-30 $1.2M 17k 68.14
2024-03-31 $1.1M 17k 65.65
2023-12-31 $1.1M 17k 63.33
2023-09-30 $1.0M 17k 58.93
2023-06-30 $1.1M 17k 65.44
2023-03-31 $1.2M 17k 67.69
2022-12-31 $1.2M 17k 70.50
2022-09-30 $1.1M 17k 65.50
2022-06-30 $1.2M 17k 70.14
2022-03-31 $1.3M 17k 74.48
2021-12-31 $1.2M 17k 71.60
2021-09-30 $1.1M 17k 63.86
2021-06-30 $1.1M 17k 63.21
2021-03-31 $1.1M 17k 64.03
2020-12-31 $1.1M 17k 62.68
2020-09-30 $1.0M 17k 59.40
2020-06-30 $961k 17k 56.40