Utilities SPDR shares owned by Sound Income Strategies
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Sound Income Strategies
from 13F filings
Historical chart of Sound Income Strategies investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Sound Income Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $363k | 4.0k | 90.57 |
| 2025-06-30 | $378k | 4.6k | 81.65 |
| 2025-03-31 | $1.3M | 17k | 78.85 |
| 2024-12-31 | $12k | 152 | 75.59 |
| 2024-09-30 | $20k | 241 | 80.72 |
| 2024-06-30 | $12k | 172 | 68.14 |
| 2024-03-31 | $9.9k | 151 | 65.65 |
| 2023-12-31 | $27k | 419 | 63.33 |
| 2023-09-30 | $8.9k | 151 | 58.93 |
| 2023-06-30 | $9.9k | 151 | 65.44 |
| 2023-03-31 | $15k | 226 | 67.69 |
| 2022-12-31 | $13k | 186 | 70.50 |
| 2022-09-30 | $12k | 186 | 64.52 |
| 2022-06-30 | $3.0k | 40 | 75.00 |
| 2022-03-31 | $3.0k | 40 | 75.00 |
| 2021-12-31 | $0 | 5 | 0.00 |
| 2021-09-30 | $0 | 5 | 0.00 |
| 2021-06-30 | $0 | 5 | 0.00 |
| 2021-03-31 | $20k | 310 | 63.95 |
| 2020-12-31 | $19k | 310 | 61.29 |
| 2020-09-30 | $18k | 310 | 58.06 |
| 2020-06-30 | $17k | 310 | 54.84 |
| 2020-03-31 | $17k | 310 | 54.84 |
| 2019-12-31 | $20k | 310 | 64.52 |
| 2019-09-30 | $20k | 310 | 64.52 |
| 2019-06-30 | $18k | 310 | 58.06 |
| 2019-03-31 | $18k | 310 | 58.06 |
| 2018-12-31 | $18k | 343 | 52.48 |
| 2018-09-30 | $18k | 340 | 52.94 |
| 2018-06-30 | $18k | 340 | 52.94 |
| 2018-03-31 | $17k | 338 | 50.30 |
| 2017-12-31 | $19k | 377 | 50.40 |