Utilities SPDR shares owned by Second Half Financial Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Second Half Financial Partners
from 13F filings
Historical chart of Second Half Financial Partners investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Second Half Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.8M | 59k | 80.78 |
| 2024-06-30 | $6.8M | 100k | 68.14 |
| 2024-03-31 | $4.0M | 61k | 65.65 |
| 2023-12-31 | $3.5M | 55k | 63.33 |
| 2023-09-30 | $603k | 10k | 58.93 |
| 2023-06-30 | $801k | 12k | 65.44 |
| 2023-03-31 | $748k | 11k | 67.69 |
| 2022-12-31 | $768k | 11k | 69.09 |
| 2022-09-30 | $730k | 11k | 65.52 |
| 2022-06-30 | $659k | 10k | 64.08 |
| 2022-03-31 | $659k | 10k | 64.08 |
More positions owned by Second Half Financial Partners
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