Utilities SPDR shares owned by Sigma Planning
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.3M | 96k | 65.65 |
| 2023-12-31 | $3.3M | 52k | 63.33 |
| 2023-09-30 | $4.4M | 75k | 58.93 |
| 2023-06-30 | $4.6M | 70k | 65.44 |
| 2023-03-31 | $5.3M | 78k | 67.69 |
| 2022-12-31 | $6.1M | 86k | 70.50 |
| 2022-09-30 | $6.9M | 105k | 65.51 |
| 2022-06-30 | $6.2M | 88k | 70.13 |
| 2022-03-31 | $6.6M | 88k | 74.46 |
| 2021-12-31 | $5.9M | 83k | 71.58 |
| 2021-09-30 | $5.2M | 81k | 63.89 |
| 2021-06-30 | $4.6M | 73k | 63.24 |
| 2021-03-31 | $8.3M | 130k | 64.04 |
| 2020-12-31 | $4.5M | 72k | 62.70 |
| 2020-09-30 | $4.5M | 76k | 59.38 |
| 2020-06-30 | $5.6M | 100k | 56.43 |
| 2020-03-31 | $3.8M | 68k | 55.41 |
| 2019-12-31 | $5.3M | 82k | 64.62 |
| 2019-09-30 | $9.5M | 147k | 64.74 |
| 2019-06-30 | $8.1M | 137k | 59.63 |
| 2019-03-31 | $7.7M | 132k | 58.17 |
| 2018-12-31 | $4.2M | 79k | 52.91 |
| 2018-09-30 | $2.1M | 41k | 52.66 |
| 2018-06-30 | $2.4M | 46k | 51.95 |
| 2018-03-31 | $2.6M | 51k | 50.52 |
| 2017-12-31 | $2.9M | 55k | 52.68 |
| 2017-09-30 | $2.8M | 54k | 53.06 |
| 2017-06-30 | $2.3M | 43k | 51.95 |
| 2017-03-31 | $1.7M | 33k | 51.30 |
| 2016-12-31 | $1.4M | 29k | 48.58 |
| 2016-09-30 | $1.8M | 37k | 48.99 |
| 2016-06-30 | $1.4M | 26k | 52.49 |
| 2016-03-31 | $1.4M | 29k | 49.60 |
| 2015-12-31 | $1.1M | 24k | 43.30 |
| 2015-09-30 | $932k | 22k | 43.30 |
| 2015-06-30 | $938k | 23k | 41.47 |
| 2015-03-31 | $1.1M | 24k | 44.42 |
| 2014-12-31 | $1.3M | 28k | 47.22 |