Utilities SPDR shares owned by Ariel Capital Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Ariel Capital Advisors
from 13F filings
Historical chart of Ariel Capital Advisors investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Ariel Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Ariel Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.0M | 47k | 63.33 |
| 2023-09-30 | $2.7M | 46k | 58.93 |
| 2023-06-30 | $3.0M | 46k | 65.44 |
| 2023-03-31 | $3.1M | 46k | 67.69 |
| 2022-12-31 | $3.2M | 45k | 70.50 |
| 2022-09-30 | $3.1M | 47k | 65.51 |
| 2022-06-30 | $3.4M | 49k | 70.14 |
| 2022-03-31 | $3.6M | 48k | 74.46 |
| 2021-12-31 | $3.5M | 48k | 71.57 |
| 2021-09-30 | $2.8M | 45k | 63.89 |
| 2021-06-30 | $2.8M | 44k | 63.23 |
| 2021-03-31 | $2.8M | 44k | 64.04 |
| 2020-12-31 | $2.6M | 41k | 62.71 |
| 2020-09-30 | $2.3M | 38k | 59.39 |
| 2020-06-30 | $2.2M | 38k | 56.42 |
| 2020-03-31 | $2.2M | 40k | 55.41 |
| 2019-12-31 | $2.6M | 40k | 64.63 |
| 2019-09-30 | $2.6M | 40k | 64.75 |
| 2019-06-30 | $2.3M | 39k | 59.63 |
| 2019-03-31 | $2.1M | 36k | 58.16 |
| 2018-12-31 | $1.5M | 29k | 52.94 |
| 2018-09-30 | $1.5M | 29k | 52.67 |
| 2018-06-30 | $1.5M | 29k | 51.96 |
| 2018-03-31 | $2.0M | 40k | 50.53 |
| 2017-12-31 | $2.1M | 40k | 52.67 |
| 2017-09-30 | $1.9M | 37k | 53.04 |
| 2017-06-30 | $1.9M | 36k | 51.96 |
| 2017-03-31 | $1.9M | 37k | 51.30 |
| 2016-12-31 | $1.8M | 38k | 48.56 |
| 2016-09-30 | $1.4M | 29k | 48.98 |
| 2016-06-30 | $1.4M | 28k | 52.46 |
| 2015-12-31 | $1.1M | 25k | 43.30 |
| 2015-09-30 | $894k | 21k | 43.31 |
| 2015-06-30 | $567k | 14k | 41.43 |
| 2015-03-31 | $592k | 13k | 44.42 |
| 2014-12-31 | $590k | 13k | 47.23 |