Utilities SPDR shares owned by Teamwork Financial Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Teamwork Financial Advisors
from 13F filings
Historical chart of Teamwork Financial Advisors investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Teamwork Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Utilities SPDR by Teamwork Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $423k | 4.8k | 87.21 |
| 2025-06-30 | $396k | 4.9k | 81.66 |
| 2025-03-31 | $387k | 4.9k | 78.85 |
| 2024-12-31 | $926k | 12k | 75.69 |
| 2024-09-30 | $1.6M | 20k | 80.78 |
| 2024-06-30 | $1.4M | 21k | 68.14 |
| 2024-03-31 | $629k | 9.6k | 65.65 |
| 2023-12-31 | $232k | 3.7k | 63.33 |
| 2023-09-30 | $658k | 11k | 58.93 |
| 2023-06-30 | $689k | 11k | 65.44 |
| 2022-12-31 | $857k | 12k | 70.50 |
| 2022-09-30 | $596k | 9.1k | 65.53 |
More positions owned by Teamwork Financial Advisors
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