Utilities SPDR shares owned by Sacks & Associates
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Sacks & Associates
from 13F filings
Historical chart of Sacks & Associates investment in Utilities SPDR
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All positions including Utilities SPDR held by Sacks & Associates consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Sacks & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $3.1M | 69k | 44.35 |
| 2026-03-31 | $3.2M | 70k | 45.89 |
| 2025-12-31 | $3.0M | 70k | 42.69 |