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
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Agate Pass Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Agate Pass Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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