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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

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Quarterly 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