Utilities SPDR shares owned by Stacey Braun Associates
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Stacey Braun Associates
from 13F filings
Historical chart of Stacey Braun Associates investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Stacey Braun Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $273k | 3.1k | 87.21 |
| 2025-06-30 | $255k | 3.1k | 81.66 |
| 2025-03-31 | $251k | 3.2k | 78.85 |
| 2024-12-31 | $241k | 3.2k | 75.69 |
| 2024-09-30 | $257k | 3.2k | 80.78 |
| 2024-06-30 | $216k | 3.2k | 68.29 |
| 2024-03-31 | $207k | 3.1k | 65.76 |
| 2023-12-31 | $201k | 3.2k | 63.33 |
| 2023-06-30 | $203k | 3.1k | 65.44 |
| 2023-03-31 | $413k | 6.1k | 67.69 |
| 2022-12-31 | $210k | 3.0k | 70.50 |
| 2022-06-30 | $203k | 2.9k | 70.29 |
| 2022-03-31 | $205k | 2.8k | 74.44 |