Utilities SPDR shares owned by Magnus Financial Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Magnus Financial Group
from 13F filings
Historical chart of Magnus Financial Group investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Magnus Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $908k | 14k | 65.65 |
| 2023-09-30 | $594k | 10k | 58.93 |
| 2023-06-30 | $665k | 10k | 65.44 |
| 2023-03-31 | $775k | 11k | 67.69 |
| 2022-12-31 | $911k | 13k | 70.50 |
| 2022-09-30 | $857k | 13k | 65.50 |
| 2022-06-30 | $941k | 13k | 70.16 |
| 2022-03-31 | $1.0M | 13k | 74.45 |
| 2021-12-31 | $710k | 9.9k | 71.54 |
| 2021-09-30 | $711k | 11k | 63.86 |
| 2021-06-30 | $387k | 6.1k | 63.19 |
| 2021-03-31 | $400k | 6.2k | 64.05 |
| 2020-12-31 | $2.8M | 45k | 62.70 |
| 2020-09-30 | $2.6M | 43k | 59.38 |
| 2020-06-30 | $2.5M | 44k | 56.43 |
| 2020-03-31 | $1.1M | 20k | 55.40 |
| 2019-12-31 | $1.9M | 29k | 64.63 |
| 2019-09-30 | $1.9M | 30k | 64.73 |
| 2019-06-30 | $1.7M | 28k | 59.61 |
| 2019-03-31 | $1.3M | 22k | 58.15 |
| 2018-12-31 | $754k | 14k | 52.90 |