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Utilities SPDR shares owned by SageGuard Financial Group

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by SageGuard Financial Group from 13F filings

Historical chart of SageGuard Financial Group investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by SageGuard Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by SageGuard Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $814k 19k 42.69
2021-06-30 $1.8M 28k 63.22
2021-03-31 $1.8M 28k 64.13
2020-12-31 $1.7M 27k 62.76