Utilities SPDR shares owned by Summit Financial
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Utilities SPDR
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All positions including Utilities SPDR held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33M | 383k | 87.21 |
| 2025-06-30 | $29M | 359k | 81.66 |
| 2025-03-31 | $30M | 385k | 78.85 |
| 2024-12-31 | $3.4M | 45k | 75.69 |
| 2024-09-30 | $3.2M | 40k | 80.78 |
| 2024-06-30 | $1.2M | 18k | 68.14 |
| 2024-03-31 | $905k | 14k | 65.65 |
| 2023-12-31 | $898k | 14k | 63.33 |
| 2023-09-30 | $1.1M | 19k | 58.93 |
| 2023-06-30 | $1.2M | 19k | 65.44 |