Utilities SPDR shares owned by Strategic Financial
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Strategic Financial
from 13F filings
Historical chart of Strategic Financial investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Strategic Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.4M | 38k | 63.33 |
| 2023-09-30 | $2.3M | 38k | 58.93 |
| 2023-06-30 | $2.5M | 38k | 65.44 |
| 2023-03-31 | $2.6M | 38k | 67.69 |
| 2022-12-31 | $2.8M | 40k | 70.50 |
| 2022-09-30 | $2.6M | 40k | 65.51 |
| 2022-06-30 | $2.9M | 41k | 70.14 |
| 2022-03-31 | $3.1M | 42k | 74.45 |
| 2021-12-31 | $3.1M | 44k | 71.57 |
| 2021-09-30 | $2.6M | 41k | 63.89 |
| 2021-06-30 | $2.5M | 40k | 63.23 |
| 2021-03-31 | $2.6M | 41k | 64.03 |
| 2020-12-31 | $3.0M | 48k | 62.69 |
| 2020-09-30 | $1.8M | 31k | 59.37 |
| 2020-06-30 | $382k | 6.8k | 56.47 |
| 2016-12-31 | $777k | 16k | 48.59 |
| 2016-09-30 | $900k | 18k | 48.99 |