Utilities SPDR shares owned by PFG Financial Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by PFG Financial Advisors
from 13F filings
Historical chart of PFG Financial Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by PFG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.2M | 32k | 68.14 |
| 2018-06-30 | $1.2M | 22k | 51.97 |
| 2018-03-31 | $1.1M | 22k | 50.55 |
| 2017-12-31 | $1.1M | 21k | 52.69 |
| 2017-09-30 | $317k | 6.0k | 52.98 |
| 2017-06-30 | $323k | 6.2k | 51.95 |
| 2017-03-31 | $319k | 6.2k | 51.31 |
| 2016-12-31 | $305k | 6.3k | 48.61 |
| 2016-09-30 | $484k | 9.9k | 48.99 |
| 2016-06-30 | $714k | 14k | 52.49 |
| 2016-03-31 | $757k | 15k | 49.61 |
| 2015-12-31 | $391k | 9.0k | 43.30 |
| 2015-09-30 | $366k | 8.5k | 43.27 |
| 2015-06-30 | $341k | 8.2k | 41.42 |
| 2015-03-31 | $349k | 7.9k | 44.46 |
| 2014-12-31 | $370k | 7.8k | 47.21 |
| 2014-09-30 | $328k | 7.8k | 42.14 |
| 2014-06-30 | $236k | 5.3k | 44.19 |