Utilities SPDR shares owned by Pacific Sun Financial Corp
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Pacific Sun Financial Corp
from 13F filings
Historical chart of Pacific Sun Financial Corp investment in Utilities SPDR
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All positions including Utilities SPDR held by Pacific Sun Financial Corp consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Utilities SPDR by Pacific Sun Financial Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $220k | 2.5k | 87.21 |
| 2025-06-30 | $206k | 2.5k | 81.66 |
| 2025-03-31 | $211k | 2.7k | 78.85 |
| 2024-12-31 | $202k | 2.7k | 75.69 |
| 2024-09-30 | $216k | 2.7k | 80.78 |
| 2023-09-30 | $212k | 3.6k | 58.93 |
| 2023-06-30 | $243k | 3.6k | 67.69 |
| 2022-12-31 | $253k | 3.6k | 70.50 |
| 2022-09-30 | $240k | 3.7k | 65.47 |
| 2022-06-30 | $257k | 3.7k | 70.10 |
| 2022-03-31 | $273k | 3.7k | 74.47 |
| 2021-12-31 | $262k | 3.7k | 71.47 |
| 2021-09-30 | $262k | 4.1k | 63.96 |
| 2020-09-30 | $249k | 4.2k | 59.34 |
| 2020-06-30 | $235k | 4.2k | 56.49 |
| 2020-03-31 | $231k | 4.2k | 55.53 |
| 2019-12-31 | $269k | 4.2k | 64.66 |
| 2019-09-30 | $282k | 4.4k | 64.68 |
| 2019-06-30 | $266k | 4.5k | 59.64 |
| 2018-06-30 | $278k | 5.2k | 53.36 |
| 2018-03-31 | $296k | 5.9k | 50.51 |
More positions owned by Pacific Sun Financial Corp
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