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
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Quarterly reported holdings in Utilities SPDR by Strategic Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $490k | 5.6k | 87.22 |
| 2025-06-30 | $633k | 7.7k | 81.66 |
| 2025-03-31 | $567k | 7.2k | 78.85 |
| 2024-12-31 | $522k | 6.9k | 75.69 |
| 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
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