Utilities SPDR shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Personal Cfo Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Personal Cfo Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $740k | 17k | 42.69 |
| 2025-09-30 | $768k | 8.8k | 87.21 |
| 2025-06-30 | $939k | 12k | 81.66 |
| 2025-03-31 | $1.1M | 15k | 78.85 |
| 2024-12-31 | $1.1M | 15k | 75.69 |
| 2024-09-30 | $953k | 12k | 80.78 |
| 2024-06-30 | $809k | 12k | 68.14 |
| 2024-03-31 | $801k | 12k | 65.65 |
| 2022-12-31 | $1.7M | 24k | 70.50 |
| 2022-09-30 | $1.4M | 21k | 65.50 |
| 2019-12-31 | $1.3M | 20k | 64.61 |
| 2019-09-30 | $1.4M | 22k | 64.75 |