Utilities SPDR shares owned by A.R. Schmeidler & Co
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by A.R. Schmeidler & Co
from 13F filings
Historical chart of A.R. Schmeidler & Co investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by A.R. Schmeidler & Co consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Utilities SPDR by A.R. Schmeidler & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $574k | 6.6k | 87.21 |
| 2025-06-30 | $461k | 5.6k | 81.67 |
| 2025-03-31 | $391k | 5.2k | 75.69 |
| 2024-12-31 | $391k | 5.2k | 75.69 |
| 2024-09-30 | $393k | 4.9k | 80.78 |
| 2024-06-30 | $300k | 4.4k | 68.14 |
| 2024-03-31 | $284k | 4.3k | 65.66 |
| 2023-09-30 | $253k | 4.3k | 58.94 |
| 2023-06-30 | $268k | 4.1k | 65.43 |
| 2023-03-31 | $276k | 4.1k | 67.68 |
| 2022-12-31 | $296k | 4.2k | 70.50 |
| 2022-09-30 | $273k | 4.2k | 65.58 |
| 2022-06-30 | $274k | 3.9k | 70.17 |
| 2022-03-31 | $1.8M | 24k | 74.44 |
| 2021-12-31 | $1.7M | 24k | 71.57 |
| 2021-09-30 | $1.5M | 24k | 63.86 |
| 2021-06-30 | $1.4M | 22k | 63.24 |
| 2021-03-31 | $1.3M | 21k | 64.02 |
| 2020-12-31 | $1.2M | 19k | 62.71 |
| 2020-09-30 | $1.0M | 17k | 59.38 |
| 2020-03-31 | $866k | 16k | 55.42 |
| 2019-12-31 | $963k | 15k | 64.60 |
| 2019-09-30 | $1.0M | 16k | 64.74 |
| 2019-06-30 | $755k | 13k | 59.64 |
| 2019-03-31 | $728k | 13k | 58.19 |
| 2018-12-31 | $638k | 12k | 52.94 |
| 2018-09-30 | $609k | 12k | 52.68 |
| 2018-06-30 | $465k | 8.9k | 51.97 |
| 2018-03-31 | $479k | 9.5k | 50.48 |
| 2017-12-31 | $448k | 8.5k | 52.65 |
| 2017-09-30 | $441k | 8.3k | 53.04 |
| 2017-06-30 | $413k | 8.0k | 51.94 |
| 2017-03-31 | $332k | 6.5k | 51.37 |
| 2016-12-31 | $221k | 4.6k | 48.56 |
| 2016-09-30 | $1.8M | 37k | 48.99 |
| 2016-06-30 | $1.9M | 36k | 52.46 |
| 2016-03-31 | $1.8M | 37k | 49.63 |
| 2015-12-31 | $1.5M | 35k | 43.28 |
| 2015-09-30 | $1.5M | 35k | 43.29 |
| 2015-06-30 | $1.5M | 36k | 41.45 |
| 2015-03-31 | $1.5M | 33k | 44.43 |
| 2014-12-31 | $1.6M | 33k | 47.23 |
| 2014-09-30 | $1.4M | 33k | 42.08 |
| 2014-06-30 | $1.4M | 32k | 44.26 |
| 2014-03-31 | $1.3M | 31k | 41.45 |
| 2013-12-31 | $764k | 20k | 37.99 |