Utilities SPDR shares owned by Peress Investment Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Peress Investment Advisors
from 13F filings
Historical chart of Peress Investment Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Peress Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-06-30 | $642k | 12k | 51.94 |
| 2018-03-31 | $637k | 13k | 50.52 |
| 2017-12-31 | $664k | 13k | 52.66 |
| 2017-09-30 | $669k | 13k | 53.05 |
| 2017-06-30 | $660k | 13k | 51.93 |
| 2017-03-31 | $673k | 13k | 51.33 |
| 2016-12-31 | $625k | 13k | 48.60 |
| 2016-09-30 | $630k | 13k | 48.99 |
| 2016-06-30 | $688k | 13k | 52.46 |
| 2016-03-31 | $651k | 13k | 49.64 |
| 2015-12-31 | $568k | 13k | 43.31 |
| 2015-09-30 | $568k | 13k | 43.31 |
| 2015-06-30 | $550k | 13k | 41.49 |
| 2015-03-31 | $589k | 13k | 44.44 |
| 2014-12-31 | $626k | 13k | 47.23 |
| 2014-09-30 | $558k | 13k | 42.10 |
| 2014-06-30 | $587k | 13k | 44.29 |
| 2014-03-31 | $550k | 13k | 41.49 |
| 2013-12-31 | $534k | 14k | 37.99 |
| 2013-09-30 | $516k | 14k | 37.38 |
| 2013-06-30 | $519k | 14k | 37.60 |
| 2013-03-31 | $540k | 14k | 39.12 |
| 2012-12-31 | $482k | 14k | 34.91 |
| 2012-09-30 | $511k | 14k | 36.38 |
| 2012-06-30 | $546k | 15k | 37.00 |
| 2012-03-31 | $529k | 15k | 35.04 |
| 2011-12-31 | $548k | 15k | 35.97 |
| 2011-09-30 | $521k | 16k | 33.65 |
| 2011-06-30 | $518k | 16k | 33.45 |
| 2011-03-31 | $511k | 16k | 31.87 |
More positions owned by Peress Investment Advisors
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