Utilities SPDR shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in Utilities SPDR
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All positions including Utilities SPDR held by Sovereign Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $678k | 7.8k | 87.21 |
| 2025-06-30 | $642k | 7.9k | 81.66 |
| 2025-03-31 | $685k | 8.7k | 78.85 |
| 2024-12-31 | $547k | 7.2k | 75.69 |
| 2024-09-30 | $591k | 7.3k | 80.78 |
| 2024-06-30 | $448k | 6.6k | 68.14 |
| 2024-03-31 | $290k | 4.4k | 65.65 |
| 2023-12-31 | $382k | 6.0k | 63.33 |
| 2023-09-30 | $239k | 4.0k | 58.93 |
| 2023-06-30 | $261k | 4.0k | 65.44 |