Utilities SPDR shares owned by Grant/GrossMendelsohn
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Grant/GrossMendelsohn
from 13F filings
Historical chart of Grant/GrossMendelsohn investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Grant/GrossMendelsohn
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.8M | 58k | 65.95 |
| 2023-12-31 | $3.8M | 62k | 61.21 |
| 2023-09-30 | $6.1M | 104k | 58.93 |
| 2023-06-30 | $7.4M | 112k | 65.92 |
| 2022-12-31 | $6.2M | 87k | 71.00 |
| 2022-09-30 | $8.1M | 125k | 65.08 |
| 2022-06-30 | $8.7M | 125k | 69.92 |
| 2022-03-31 | $9.7M | 128k | 76.15 |
| 2021-12-31 | $384k | 5.5k | 69.23 |
| 2021-09-30 | $312k | 4.7k | 66.88 |
| 2021-06-30 | $282k | 4.3k | 66.07 |
| 2021-03-31 | $602k | 9.0k | 66.67 |
| 2020-12-31 | $567k | 9.1k | 62.62 |