Utilities SPDR shares owned by Altfest L J & Co
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Altfest L J & Co
from 13F filings
Historical chart of Altfest L J & Co investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Altfest L J & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 58k | 87.21 |
| 2025-06-30 | $5.1M | 63k | 81.66 |
| 2025-03-31 | $7.9M | 100k | 78.85 |
| 2024-12-31 | $4.1M | 55k | 75.69 |
| 2024-09-30 | $558k | 6.9k | 80.72 |
| 2024-06-30 | $3.6M | 52k | 68.13 |
| 2024-03-31 | $1.5M | 24k | 65.65 |
| 2023-12-31 | $688k | 11k | 63.35 |
| 2023-09-30 | $591k | 10k | 58.91 |
| 2023-06-30 | $2.0M | 31k | 65.44 |
| 2023-03-31 | $208k | 3.1k | 67.84 |
| 2022-12-31 | $227k | 3.2k | 70.45 |
| 2022-09-30 | $286k | 4.4k | 65.46 |
| 2022-06-30 | $2.2M | 31k | 70.13 |
| 2022-03-31 | $2.3M | 32k | 74.47 |
| 2021-12-31 | $259k | 3.6k | 71.57 |
| 2021-09-30 | $2.6M | 40k | 63.88 |
| 2021-06-30 | $256k | 4.0k | 63.24 |
| 2021-03-31 | $259k | 4.0k | 64.03 |
| 2020-12-31 | $275k | 4.4k | 62.61 |
| 2020-09-30 | $308k | 5.2k | 59.47 |
| 2020-06-30 | $269k | 4.8k | 56.38 |
| 2020-03-31 | $1.5M | 28k | 55.41 |
| 2019-12-31 | $243k | 3.8k | 64.70 |
| 2019-09-30 | $256k | 4.0k | 64.78 |
| 2019-06-30 | $236k | 4.0k | 59.75 |
| 2019-03-31 | $297k | 15k | 20.43 |
| 2018-12-31 | $294k | 5.6k | 52.87 |
| 2018-09-30 | $312k | 5.9k | 52.71 |
| 2018-06-30 | $309k | 5.9k | 51.94 |
| 2018-03-31 | $1.6M | 31k | 50.52 |
| 2017-12-31 | $323k | 6.1k | 52.61 |
| 2017-09-30 | $246k | 4.6k | 53.13 |
| 2017-06-30 | $241k | 4.6k | 52.05 |
| 2017-03-31 | $238k | 4.6k | 51.40 |
| 2016-12-31 | $225k | 4.6k | 48.60 |
| 2016-09-30 | $227k | 4.6k | 49.03 |
| 2015-12-31 | $200k | 4.6k | 43.20 |
| 2015-09-30 | $200k | 4.6k | 43.20 |
| 2015-03-31 | $206k | 4.6k | 44.49 |
| 2014-12-31 | $219k | 4.6k | 47.22 |