Utilities SPDR shares owned by Petra Financial Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Petra Financial Advisors
from 13F filings
Historical chart of Petra Financial Advisors investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Petra Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Petra Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $324k | 4.0k | 80.78 |
2024-06-30 | $273k | 4.0k | 68.14 |
2024-03-31 | $318k | 4.8k | 65.65 |
2023-12-31 | $307k | 4.8k | 63.33 |
2023-09-30 | $286k | 4.8k | 58.93 |
2023-06-30 | $331k | 5.1k | 65.44 |
2023-03-31 | $922k | 12k | 76.66 |
2022-12-31 | $356k | 5.1k | 70.50 |