Utilities SPDR shares owned by Symphony Financial
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Symphony Financial
from 13F filings
Historical chart of Symphony Financial investment in Utilities SPDR
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All positions including Utilities SPDR held by Symphony Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Symphony Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $284k | 6.3k | 45.34 |
| 2022-03-31 | $221k | 2.9k | 76.66 |
| 2021-03-31 | $202k | 3.1k | 65.04 |