Utilities SPDR shares owned by Atlas Capital Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Atlas Capital Advisors
from 13F filings
Historical chart of Atlas Capital Advisors investment in Utilities SPDR
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All positions including Utilities SPDR held by Atlas Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Atlas Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $794k | 12k | 65.65 |
| 2023-12-31 | $733k | 12k | 63.25 |
| 2023-09-30 | $604k | 10k | 58.93 |
| 2023-06-30 | $650k | 9.9k | 65.44 |
| 2023-03-31 | $576k | 8.5k | 67.69 |
| 2022-12-31 | $697k | 9.9k | 70.50 |
| 2022-09-30 | $1.1M | 17k | 65.51 |
| 2022-06-30 | $822k | 12k | 70.13 |
| 2022-03-31 | $697k | 9.4k | 74.46 |
| 2021-12-31 | $23k | 318 | 71.58 |
| 2021-09-30 | $20k | 317 | 63.88 |
| 2021-06-30 | $62k | 976 | 63.23 |
| 2021-03-31 | $104k | 1.6k | 64.04 |
| 2020-12-31 | $121k | 1.9k | 62.70 |
| 2020-06-30 | $117k | 2.1k | 56.43 |
| 2020-03-31 | $122k | 2.2k | 55.41 |
| 2019-12-31 | $166k | 2.6k | 64.62 |
| 2019-09-30 | $181k | 2.8k | 64.74 |
| 2019-06-30 | $159k | 2.7k | 59.63 |
| 2019-03-31 | $171k | 2.9k | 58.17 |
| 2018-12-31 | $74k | 1.4k | 52.92 |
| 2018-09-30 | $40k | 768 | 52.54 |
| 2018-06-30 | $40k | 768 | 52.45 |
| 2018-03-31 | $345k | 6.8k | 50.53 |