Utilities SPDR shares owned by Warner Financial
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Warner Financial
from 13F filings
Historical chart of Warner Financial investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Warner Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $218k | 2.9k | 75.54 |
| 2024-09-30 | $327k | 4.1k | 80.66 |
| 2024-06-30 | $275k | 4.0k | 68.04 |
| 2024-03-31 | $263k | 4.0k | 65.59 |
| 2023-12-31 | $212k | 3.3k | 63.40 |