Utilities SPDR shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $16M | 200k | 80.78 |
| 2024-06-30 | $494k | 7.3k | 68.13 |
| 2024-03-31 | $476k | 7.2k | 65.65 |
| 2023-09-30 | $438k | 7.4k | 58.93 |
| 2023-06-30 | $154k | 2.4k | 65.44 |
| 2023-03-31 | $241k | 3.6k | 67.69 |
| 2022-12-31 | $4.6M | 66k | 70.50 |
| 2022-09-30 | $7.1M | 108k | 65.51 |
| 2022-06-30 | $237k | 3.4k | 70.12 |
| 2022-03-31 | $175k | 2.3k | 74.50 |
| 2021-12-31 | $159k | 2.2k | 71.62 |
| 2021-09-30 | $163k | 2.6k | 63.77 |
| 2021-06-30 | $155k | 2.5k | 63.11 |
| 2021-03-31 | $39k | 604 | 64.57 |
| 2020-12-31 | $34k | 556 | 61.15 |
| 2020-09-30 | $117k | 2.0k | 58.97 |
| 2020-06-30 | $68k | 1.2k | 55.74 |
| 2020-03-31 | $67k | 1.2k | 54.92 |
| 2019-12-31 | $78k | 1.2k | 63.93 |