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Utilities SPDR shares owned by Private Ocean

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

Historical chart of Private Ocean investment in Utilities SPDR

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

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Quarterly reported holdings in Utilities SPDR by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.3k 142 65.65
2023-12-31 $19k 293 63.36
2023-09-30 $17k 292 58.87
2023-06-30 $23k 358 65.37
2023-03-31 $24k 356 67.66
2022-12-31 $10k 142 70.50
2022-09-30 $9.0k 142 63.38
2022-06-30 $9.0k 142 63.38
2022-03-31 $11k 142 77.46
2021-12-31 $10k 142 70.42
2021-09-30 $9.0k 142 63.38
2021-06-30 $9.0k 142 63.38
2021-03-31 $9.0k 142 63.38
2014-09-30 $56k 1.3k 42.36
2014-06-30 $207k 4.7k 44.36
2014-03-31 $193k 4.7k 41.45
2013-12-31 $128k 3.4k 38.02