Utilities SPDR shares owned by Appleton Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Utilities SPDR
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All positions including Utilities SPDR held by Appleton Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 66k | 87.21 |
| 2025-06-30 | $4.8M | 59k | 81.67 |
| 2025-03-31 | $4.6M | 59k | 78.86 |
| 2024-12-31 | $4.0M | 53k | 75.70 |
| 2024-09-30 | $4.4M | 55k | 80.79 |
| 2024-06-30 | $3.7M | 54k | 68.14 |
| 2024-03-31 | $3.5M | 54k | 65.65 |
| 2023-12-31 | $3.5M | 55k | 63.33 |
| 2023-09-30 | $3.2M | 55k | 58.93 |
| 2023-06-30 | $3.5M | 53k | 65.44 |
| 2023-03-31 | $3.2M | 47k | 67.69 |
| 2022-12-31 | $3.2M | 46k | 70.49 |
| 2022-09-30 | $3.0M | 45k | 65.51 |
| 2022-06-30 | $3.1M | 44k | 70.12 |
| 2022-03-31 | $3.1M | 41k | 74.46 |
| 2021-12-31 | $2.8M | 40k | 71.59 |
| 2021-09-30 | $2.5M | 39k | 63.89 |
| 2021-06-30 | $2.3M | 37k | 63.24 |
| 2021-03-31 | $2.3M | 37k | 64.03 |
| 2020-12-31 | $2.2M | 36k | 62.71 |
| 2020-09-30 | $2.1M | 35k | 59.39 |
| 2020-06-30 | $1.9M | 34k | 56.43 |
| 2020-03-31 | $1.9M | 34k | 55.40 |
| 2019-12-31 | $2.2M | 34k | 64.61 |
| 2019-09-30 | $2.2M | 34k | 64.74 |
| 2019-06-30 | $2.0M | 33k | 59.62 |
| 2019-03-31 | $1.8M | 31k | 58.18 |
| 2018-12-31 | $1.4M | 26k | 52.93 |
| 2018-09-30 | $1.4M | 26k | 52.66 |
| 2018-06-30 | $987k | 19k | 51.94 |
| 2018-03-31 | $637k | 13k | 50.54 |
| 2017-12-31 | $384k | 7.3k | 52.71 |