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Utilities SPDR shares owned by Investment House

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Investment House from 13F filings

Historical chart of Investment House investment in Utilities SPDR

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All positions including Utilities SPDR held by Investment House consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Investment House

Quarter filed Position value Share count Share price at filing
2024-03-31 $673k 10k 65.65
2023-12-31 $618k 9.8k 63.33
2023-09-30 $754k 13k 58.93
2023-06-30 $851k 13k 65.44
2023-03-31 $677k 10k 67.69
2022-12-31 $494k 7.0k 70.50
2022-09-30 $405k 6.2k 65.59
2016-09-30 $539k 11k 49.00
2016-06-30 $577k 11k 52.45
2016-03-31 $546k 11k 49.64
2015-12-31 $476k 11k 43.27