Utilities SPDR shares owned by Resurgent Financial Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Resurgent Financial Advisors
from 13F filings
Historical chart of Resurgent Financial Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Resurgent Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $750k | 11k | 68.14 |
| 2024-03-31 | $2.3M | 35k | 65.65 |
| 2023-12-31 | $849k | 13k | 63.33 |
| 2023-09-30 | $342k | 5.8k | 58.93 |
| 2023-06-30 | $106k | 1.6k | 65.44 |
| 2023-03-31 | $104k | 1.5k | 67.69 |
| 2022-12-31 | $36k | 516 | 70.50 |
| 2022-06-30 | $295k | 4.2k | 70.24 |
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