Utilities SPDR shares owned by Alan B. Lancz & Associates
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Alan B. Lancz & Associates
from 13F filings
Historical chart of Alan B. Lancz & Associates investment in Utilities SPDR
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All positions including Utilities SPDR held by Alan B. Lancz & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Utilities SPDR by Alan B. Lancz & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $249k | 2.9k | 87.21 |
| 2025-03-31 | $214k | 2.7k | 78.86 |
| 2024-12-31 | $205k | 2.7k | 75.69 |
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