Utilities SPDR shares owned by Allred Capital Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Allred Capital Management
from 13F filings
Historical chart of Allred Capital Management investment in Utilities SPDR
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All positions including Utilities SPDR held by Allred Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Allred Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 12k | 87.21 |
| 2025-06-30 | $1.2M | 14k | 81.66 |
| 2025-03-31 | $1.1M | 14k | 78.85 |
| 2024-12-31 | $1.2M | 15k | 75.69 |
| 2024-09-30 | $724k | 9.0k | 80.78 |
| 2024-06-30 | $609k | 8.9k | 68.14 |
| 2024-03-31 | $555k | 8.5k | 65.65 |
| 2023-12-31 | $495k | 7.8k | 63.33 |
| 2023-06-30 | $237k | 3.6k | 65.44 |
| 2021-03-31 | $6.4k | 100 | 64.04 |
| 2020-03-31 | $5.5k | 100 | 55.41 |
| 2019-12-31 | $6.5k | 100 | 64.62 |