Utilities SPDR shares owned by Pinnacle Family Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Pinnacle Family Advisors
from 13F filings
Historical chart of Pinnacle Family Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Pinnacle Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $375k | 4.6k | 81.57 |
| 2025-03-31 | $578k | 7.3k | 78.85 |
| 2024-12-31 | $1.6M | 21k | 75.69 |
| 2024-09-30 | $928k | 12k | 80.78 |
| 2024-06-30 | $446k | 6.5k | 68.14 |