Utilities SPDR shares owned by Ferguson Wellman Capital Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Ferguson Wellman Capital Management
from 13F filings
Historical chart of Ferguson Wellman Capital Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Ferguson Wellman Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $237k | 3.6k | 65.65 |
| 2023-12-31 | $8.3M | 131k | 63.33 |
| 2023-09-30 | $343k | 5.8k | 58.93 |
| 2023-06-30 | $1.5M | 24k | 65.44 |
| 2023-03-31 | $1.3M | 19k | 67.69 |
| 2022-12-31 | $1.3M | 19k | 70.51 |
| 2022-09-30 | $1.2M | 19k | 65.50 |
| 2022-06-30 | $1.3M | 18k | 70.14 |
| 2022-03-31 | $1.4M | 18k | 74.46 |
| 2021-12-31 | $1.3M | 18k | 71.56 |
| 2021-09-30 | $1.4M | 21k | 63.88 |
| 2021-06-30 | $1.4M | 21k | 63.22 |
| 2021-03-31 | $1.4M | 22k | 64.06 |
| 2020-12-31 | $2.1M | 33k | 62.71 |
| 2020-09-30 | $1.3M | 22k | 59.40 |
| 2020-06-30 | $1.4M | 26k | 56.43 |
| 2020-03-31 | $443k | 8.0k | 55.38 |
| 2019-12-31 | $708k | 11k | 64.60 |
| 2019-09-30 | $745k | 12k | 64.73 |
| 2019-06-30 | $709k | 12k | 59.66 |
| 2019-03-31 | $697k | 12k | 58.20 |
| 2018-12-31 | $665k | 13k | 52.92 |
| 2018-09-30 | $648k | 12k | 52.62 |
| 2018-06-30 | $678k | 13k | 51.95 |
| 2018-03-31 | $259k | 5.1k | 50.54 |
| 2017-12-31 | $357k | 6.8k | 52.69 |
| 2017-09-30 | $251k | 4.7k | 53.12 |
| 2017-06-30 | $236k | 4.5k | 51.93 |
| 2016-12-31 | $473k | 9.7k | 48.55 |
| 2015-12-31 | $753k | 17k | 43.29 |
| 2015-09-30 | $303k | 7.0k | 43.29 |
| 2015-06-30 | $290k | 7.0k | 41.43 |
| 2015-03-31 | $311k | 7.0k | 44.43 |
| 2014-12-31 | $338k | 7.2k | 47.21 |
| 2014-09-30 | $295k | 7.0k | 42.14 |
| 2014-06-30 | $310k | 7.0k | 44.29 |
| 2014-03-31 | $290k | 7.0k | 41.43 |
| 2013-12-31 | $1.6M | 43k | 37.96 |
More positions owned by Ferguson Wellman Capital Management
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