Utilities SPDR shares owned by Strategic Financial Concepts
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Strategic Financial Concepts
from 13F filings
Historical chart of Strategic Financial Concepts investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Strategic Financial Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Strategic Financial Concepts
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $392k | 4.9k | 80.79 |
2024-06-30 | $86M | 311k | 275.05 |
2024-03-31 | $378k | 5.8k | 65.64 |
2023-09-30 | $314k | 5.3k | 58.93 |
2023-06-30 | $206k | 3.2k | 65.45 |
2023-03-31 | $408k | 6.0k | 67.69 |
More positions owned by Strategic Financial Concepts
View all positions for Strategic Financial Concepts