Utilities SPDR shares owned by Sowell Financial Services
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Sowell Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $910k | 12k | 75.69 |
| 2024-09-30 | $1.9M | 23k | 80.77 |
| 2024-06-30 | $947k | 14k | 68.14 |
| 2024-03-31 | $918k | 14k | 65.66 |
| 2023-12-31 | $1.6M | 25k | 63.34 |
| 2023-09-30 | $1.3M | 22k | 58.95 |
| 2023-06-30 | $1.5M | 23k | 65.42 |
| 2023-03-31 | $1.1M | 16k | 67.67 |
| 2022-12-31 | $2.4M | 34k | 70.50 |
| 2022-09-30 | $1.8M | 27k | 65.51 |
| 2021-03-31 | $1.4M | 21k | 65.82 |
| 2020-12-31 | $1.2M | 19k | 62.72 |
| 2020-09-30 | $1.2M | 21k | 59.40 |
| 2020-06-30 | $1.1M | 19k | 56.44 |
| 2020-03-31 | $2.2M | 68k | 32.56 |
| 2019-12-31 | $1.4M | 21k | 64.63 |
| 2019-09-30 | $1.4M | 22k | 64.75 |
| 2019-03-31 | $1.9M | 32k | 58.17 |
| 2018-12-31 | $968k | 18k | 52.94 |
| 2017-03-31 | $242k | 4.6k | 53.04 |
| 2016-12-31 | $178k | 3.6k | 49.17 |