Utilities SPDR shares owned by Stonebridge Financial Planning Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Stonebridge Financial Planning Group
from 13F filings
Historical chart of Stonebridge Financial Planning Group investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Stonebridge Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $685k | 7.8k | 87.21 |
| 2025-06-30 | $330k | 4.0k | 81.66 |
| 2025-03-31 | $309k | 3.9k | 78.85 |
| 2023-12-31 | $234k | 3.7k | 63.33 |
| 2023-09-30 | $352k | 6.0k | 58.93 |
| 2023-06-30 | $444k | 6.8k | 65.44 |
| 2023-03-31 | $542k | 8.0k | 67.69 |
| 2022-12-31 | $639k | 9.1k | 70.50 |
| 2022-09-30 | $512k | 7.8k | 65.52 |
| 2022-06-30 | $293k | 4.2k | 70.18 |
| 2022-03-31 | $373k | 5.0k | 74.45 |
| 2021-12-31 | $340k | 5.0k | 67.86 |
| 2021-09-30 | $389k | 5.8k | 66.95 |
| 2021-06-30 | $419k | 6.5k | 64.86 |
| 2021-03-31 | $440k | 6.8k | 64.94 |
| 2020-12-31 | $458k | 7.3k | 62.74 |
| 2020-09-30 | $584k | 9.1k | 64.00 |
| 2020-06-30 | $734k | 13k | 57.93 |
| 2020-03-31 | $692k | 12k | 58.06 |
| 2019-12-31 | $760k | 12k | 64.64 |
More positions owned by Stonebridge Financial Planning Group
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