Utilities SPDR shares owned by Paragon Financial Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Paragon Financial Partners
from 13F filings
Historical chart of Paragon Financial Partners investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Paragon Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.1M | 51k | 80.78 |
| 2024-06-30 | $3.3M | 48k | 68.14 |
| 2024-03-31 | $3.1M | 48k | 65.65 |
| 2023-12-31 | $2.8M | 45k | 63.33 |
| 2023-09-30 | $2.7M | 46k | 58.93 |
| 2023-06-30 | $3.0M | 47k | 65.44 |
| 2023-03-31 | $3.1M | 47k | 67.69 |
| 2022-12-31 | $3.3M | 47k | 70.50 |
| 2022-09-30 | $3.0M | 47k | 65.51 |
| 2022-06-30 | $3.3M | 47k | 70.12 |
| 2022-03-31 | $3.5M | 47k | 74.46 |
| 2021-12-31 | $3.4M | 47k | 71.59 |
More positions owned by Paragon Financial Partners
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