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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All positions including Utilities SPDR held by Stonebridge Financial Planning Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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