Utilities SPDR shares owned by Oxford Financial
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $119k | 2.8k | 42.69 |
| 2024-03-31 | $53k | 806 | 65.65 |
| 2023-12-31 | $70k | 1.1k | 63.33 |
| 2022-03-31 | $8.0k | 105 | 76.19 |
| 2021-12-31 | $8.0k | 105 | 76.19 |
| 2021-06-30 | $16k | 250 | 64.00 |