Utilities SPDR shares owned by Roundview Capital
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Roundview Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Roundview Capital
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $3.4M | 52k | 65.65 |
2023-12-31 | $3.3M | 52k | 63.33 |
2023-09-30 | $3.7M | 62k | 58.93 |
2023-06-30 | $4.2M | 64k | 65.44 |
2023-03-31 | $4.3M | 64k | 67.69 |
2022-12-31 | $4.5M | 63k | 70.50 |
2022-09-30 | $4.1M | 63k | 65.51 |
2022-06-30 | $5.2M | 74k | 70.12 |
2022-03-31 | $5.6M | 75k | 74.46 |
2021-12-31 | $5.3M | 74k | 71.58 |
2021-09-30 | $4.6M | 71k | 63.88 |
2021-06-30 | $4.4M | 70k | 63.23 |
2021-03-31 | $4.3M | 68k | 64.04 |
2020-12-31 | $4.3M | 69k | 62.70 |
2020-09-30 | $4.1M | 69k | 59.39 |
2020-06-30 | $4.1M | 72k | 56.43 |
2020-03-31 | $3.7M | 67k | 55.40 |
2019-12-31 | $4.0M | 62k | 64.62 |
2019-09-30 | $3.7M | 58k | 64.75 |
2019-06-30 | $3.3M | 56k | 59.64 |
2019-03-31 | $3.2M | 55k | 58.17 |
2018-12-31 | $2.3M | 43k | 52.93 |
2018-09-30 | $2.2M | 42k | 52.64 |
2018-06-30 | $2.1M | 40k | 51.95 |
2018-03-31 | $1.9M | 39k | 50.54 |
2017-12-31 | $2.0M | 38k | 52.68 |
2017-09-30 | $2.0M | 38k | 53.05 |
2017-06-30 | $2.0M | 38k | 51.96 |
2017-03-31 | $1.9M | 37k | 51.30 |
2016-12-31 | $1.6M | 33k | 48.56 |
2016-09-30 | $1.3M | 27k | 48.97 |
2016-06-30 | $1.5M | 28k | 52.45 |
2016-03-31 | $1.4M | 28k | 49.61 |