Utilities SPDR shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 30k | 87.21 |
| 2025-06-30 | $2.5M | 30k | 81.66 |
| 2025-03-31 | $2.3M | 30k | 78.85 |
| 2024-12-31 | $2.1M | 28k | 75.69 |
| 2024-09-30 | $2.2M | 27k | 80.78 |
| 2024-06-30 | $1.8M | 27k | 68.14 |
| 2024-03-31 | $1.7M | 26k | 65.65 |
| 2023-12-31 | $1.6M | 25k | 63.33 |
| 2023-09-30 | $377k | 6.4k | 58.93 |
| 2023-06-30 | $419k | 6.4k | 65.44 |
| 2023-03-31 | $453k | 6.7k | 67.69 |
| 2022-12-31 | $715k | 10k | 70.51 |
| 2022-09-30 | $666k | 10k | 65.51 |
| 2022-06-30 | $713k | 10k | 70.10 |
| 2022-03-31 | $757k | 10k | 74.35 |
| 2021-12-31 | $729k | 10k | 71.60 |
| 2021-09-30 | $657k | 10k | 63.86 |
| 2021-06-30 | $4.4M | 69k | 63.23 |
| 2021-03-31 | $4.5M | 71k | 64.04 |
| 2020-12-31 | $6.3M | 101k | 62.78 |
| 2020-09-30 | $7.3M | 124k | 59.38 |
| 2016-12-31 | $2.5M | 47k | 52.99 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners