Utilities SPDR shares owned by Sargent Investment Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Sargent Investment Group
from 13F filings
Historical chart of Sargent Investment Group investment in Utilities SPDR
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All positions including Utilities SPDR held by Sargent Investment Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Sargent Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $264k | 5.8k | 45.34 |
| 2022-12-31 | $215k | 3.1k | 70.50 |