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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

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Alan B. Lancz & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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