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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

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Quarterly 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