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Utilities SPDR shares owned by Portola Group

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

Historical chart of Portola Group investment in Utilities SPDR

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

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Quarterly reported holdings in Utilities SPDR by Portola Group

Quarter filed Position value Share count Share price at filing
2015-06-30 $995k 24k 41.46
2015-03-31 $1.2M 27k 44.44
2014-12-31 $1.3M 28k 47.24