Utilities SPDR shares owned by Planning Directions
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Planning Directions
from 13F filings
Historical chart of Planning Directions investment in Utilities SPDR
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All positions including Utilities SPDR held by Planning Directions consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Planning Directions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $506k | 5.8k | 87.21 |
| 2025-06-30 | $494k | 6.0k | 81.66 |
| 2025-03-31 | $474k | 6.0k | 78.85 |
| 2024-12-31 | $476k | 6.3k | 75.69 |
| 2024-09-30 | $541k | 6.7k | 80.78 |
| 2024-06-30 | $522k | 7.7k | 68.14 |
| 2024-03-31 | $592k | 9.0k | 65.65 |
| 2023-12-31 | $1.8M | 28k | 63.33 |
| 2023-09-30 | $1.5M | 25k | 58.92 |
| 2023-06-30 | $1.4M | 22k | 65.44 |
| 2023-03-31 | $1.2M | 17k | 67.66 |
| 2022-12-31 | $1.0M | 15k | 70.52 |
| 2022-09-30 | $703k | 11k | 65.53 |
| 2022-06-30 | $251k | 3.6k | 70.15 |