Utilities SPDR shares owned by Allie Family Office
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Allie Family Office
from 13F filings
Historical chart of Allie Family Office investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Allie Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 12k | 87.21 |
| 2025-06-30 | $1.1M | 13k | 81.66 |
| 2025-03-31 | $1.0M | 13k | 78.85 |
| 2024-12-31 | $919k | 12k | 75.69 |
| 2024-09-30 | $1.0M | 12k | 80.78 |
| 2024-06-30 | $763k | 11k | 68.14 |
| 2024-03-31 | $620k | 9.4k | 65.65 |
| 2023-12-31 | $480k | 7.6k | 63.33 |
| 2023-09-30 | $447k | 7.6k | 58.93 |
| 2023-06-30 | $472k | 7.2k | 65.44 |
| 2023-03-31 | $478k | 7.1k | 67.69 |
| 2022-12-31 | $476k | 6.7k | 70.50 |
| 2022-09-30 | $406k | 6.2k | 65.44 |
| 2022-06-30 | $439k | 6.3k | 70.08 |
| 2022-03-31 | $2.4M | 33k | 74.47 |
| 2021-12-31 | $1.6M | 23k | 71.50 |