Utilities SPDR shares owned by USA Financial Portformulas
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by USA Financial Portformulas
from 13F filings
Historical chart of USA Financial Portformulas investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by USA Financial Portformulas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $386k | 5.1k | 75.69 |
| 2024-09-30 | $482k | 6.0k | 80.78 |
| 2024-06-30 | $428k | 6.3k | 68.14 |
| 2022-09-30 | $1.3M | 20k | 65.49 |
| 2022-06-30 | $1.3M | 19k | 70.15 |
| 2021-12-31 | $112k | 1.6k | 71.75 |
| 2021-09-30 | $117k | 1.8k | 64.04 |
| 2021-06-30 | $138k | 2.2k | 63.42 |
| 2021-03-31 | $147k | 2.3k | 63.83 |
| 2020-12-31 | $169k | 2.7k | 62.62 |
| 2019-12-31 | $255k | 3.9k | 64.66 |
| 2019-09-30 | $303k | 4.7k | 64.77 |
| 2019-06-30 | $369k | 6.3k | 58.25 |
| 2019-03-31 | $342k | 5.9k | 58.24 |
| 2018-12-31 | $358k | 6.8k | 52.71 |
| 2018-09-30 | $454k | 8.7k | 52.00 |
More positions owned by USA Financial Portformulas
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