Utilities SPDR shares owned by Oakmont Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Oakmont Partners
from 13F filings
Historical chart of Oakmont Partners investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Oakmont Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.7M | 101k | 65.65 |
| 2023-12-31 | $6.6M | 104k | 63.33 |
| 2023-09-30 | $6.2M | 105k | 58.93 |
| 2023-06-30 | $6.7M | 103k | 65.44 |
| 2023-03-31 | $4.3M | 64k | 67.69 |
| 2022-12-31 | $4.4M | 62k | 70.50 |
| 2022-09-30 | $4.0M | 62k | 65.51 |