Utilities SPDR shares owned by Agate Pass Investment Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Agate Pass Investment Management
from 13F filings
Historical chart of Agate Pass Investment Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Agate Pass Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $380k | 8.9k | 42.69 |
| 2025-09-30 | $395k | 4.5k | 87.21 |
| 2025-06-30 | $353k | 4.3k | 81.66 |
| 2025-03-31 | $346k | 4.4k | 78.85 |
| 2024-12-31 | $326k | 4.3k | 75.69 |
| 2024-09-30 | $348k | 4.3k | 80.78 |
| 2024-06-30 | $256k | 3.8k | 68.14 |
| 2024-03-31 | $242k | 3.7k | 65.65 |
| 2023-12-31 | $217k | 3.4k | 63.33 |
More positions owned by Agate Pass Investment Management
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