Utilities SPDR shares owned by Sym Financial Corporation
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Sym Financial Corporation
from 13F filings
Historical chart of Sym Financial Corporation investment in Utilities SPDR
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All positions including Utilities SPDR held by Sym Financial Corporation consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Sym Financial Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12k | 138 | 87.21 |
| 2025-06-30 | $11k | 138 | 81.66 |
| 2025-03-31 | $11k | 138 | 78.85 |
| 2024-12-31 | $1.1k | 14 | 75.71 |
| 2020-09-30 | $999 | 22 | 45.45 |
| 2019-12-31 | $3.0k | 40 | 75.00 |
| 2019-06-30 | $3.0k | 58 | 51.72 |