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Utilities SPDR shares owned by Paradigm Financial Partners

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

Historical chart of Paradigm Financial Partners investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Paradigm Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 24k 87.21
2025-06-30 $1.0M 13k 81.66
2024-12-31 $240k 3.2k 75.69
2024-09-30 $232k 3.0k 78.36
2021-12-31 $1.0M 15k 69.34
2020-06-30 $484k 8.5k 57.17