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SPRENG CAPITAL MANAGEMENT, INC.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SPRENG CAPITAL MANAGEMENT, INC. on XLU, newest first. How the timeline and the estimate are built.

SPRENG CAPITAL MANAGEMENT, INC. held 13,761 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,761 shares
    Change vs previous 13F +7 shares

    0.23% of the 13F portfolio, value $623,924.

    13F-HR 0001172661-26-002635 filed by SPRENG CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,754 shares
    Change vs previous 13F +2,120 shares

    0.3% of the 13F portfolio, value $631,171.

    13F-HR 0001172661-26-001844 filed by SPRENG CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,634 shares
    Change vs previous 13F +5,862 shares

    0.19% of the 13F portfolio, value $496,655.

    13F-HR 0001172661-26-000404 filed by SPRENG CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,772 shares
    Change vs previous 13F +900 shares

    0.2% of the 13F portfolio, value $503,376.

    13F-HR 0001172661-25-004362 filed by SPRENG CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,872 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $397,848.

    13F-HR 0001172661-25-002776 filed by SPRENG CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,872 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $384,157.

    13F-HR 0001172661-25-001787 filed by SPRENG CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,872 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $368,762.

    13F-HR 0001172661-25-000742 filed by SPRENG CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,872 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $393,560.

    13F-HR 0001172661-24-004283 filed by SPRENG CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).