Utilities SPDR shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 35k | 80.78 |
| 2024-06-30 | $1.7M | 25k | 68.14 |
| 2023-12-31 | $1.5M | 23k | 63.33 |
| 2023-09-30 | $339k | 5.8k | 58.93 |
| 2023-06-30 | $375k | 5.7k | 65.44 |
| 2023-03-31 | $387k | 5.7k | 67.69 |
| 2022-12-31 | $443k | 6.3k | 70.51 |
| 2022-09-30 | $626k | 9.6k | 65.51 |
| 2022-06-30 | $719k | 9.7k | 74.32 |
| 2022-03-31 | $693k | 9.3k | 74.47 |
| 2021-12-31 | $618k | 9.2k | 66.96 |
| 2021-09-30 | $526k | 8.2k | 63.91 |
| 2021-06-30 | $462k | 7.3k | 63.20 |
| 2021-03-31 | $459k | 7.0k | 65.63 |
More positions owned by Pensionmark Financial Group
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