Utilities SPDR shares owned by Theory Financial
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Theory Financial
from 13F filings
Historical chart of Theory Financial investment in Utilities SPDR
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All positions including Utilities SPDR held by Theory Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Theory Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.8M | 60k | 79.91 |
| 2024-06-30 | $2.9M | 42k | 68.14 |