Utilities SPDR shares owned by Jones Financial Companies, L.L
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Jones Financial Companies, L.L
from 13F filings
Historical chart of Jones Financial Companies, L.L investment in Utilities SPDR
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All positions including Utilities SPDR held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Utilities SPDR by Jones Financial Companies, L.L
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 189k | 86.81 |
| 2025-06-30 | $13M | 155k | 81.66 |
| 2025-03-31 | $52k | 664 | 78.85 |
| 2024-12-31 | $6.0M | 79k | 75.69 |
| 2024-09-30 | $3.5M | 44k | 80.42 |
| 2024-03-31 | $355k | 5.4k | 65.65 |
| 2023-12-31 | $256k | 4.0k | 63.33 |
| 2023-09-30 | $64k | 1.1k | 58.93 |
| 2023-06-30 | $78k | 1.2k | 65.44 |
| 2023-03-31 | $74k | 1.1k | 67.69 |
| 2022-12-31 | $137k | 1.9k | 70.36 |
| 2022-09-30 | $71k | 1.1k | 65.14 |
| 2022-06-30 | $76k | 1.1k | 69.72 |
| 2022-03-31 | $89k | 1.2k | 74.79 |
| 2021-12-31 | $88k | 1.2k | 71.26 |
| 2021-09-30 | $79k | 1.2k | 63.97 |
| 2013-09-30 | $17k | 460 | 36.96 |
| 2013-06-30 | $10k | 255 | 39.22 |
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