Utilities SPDR shares owned by Barry Investment Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Barry Investment Advisors
from 13F filings
Historical chart of Barry Investment Advisors investment in Utilities SPDR
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All positions including Utilities SPDR held by Barry Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Barry Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $628k | 9.6k | 65.66 |
| 2023-12-31 | $576k | 9.1k | 63.34 |
| 2023-09-30 | $524k | 8.9k | 58.93 |
| 2023-06-30 | $684k | 10k | 65.44 |
| 2023-03-31 | $858k | 13k | 67.69 |
| 2022-12-31 | $989k | 14k | 70.50 |
| 2022-09-30 | $1.0M | 16k | 65.54 |
| 2022-06-30 | $1.3M | 18k | 70.15 |
| 2022-03-31 | $1.4M | 19k | 74.49 |
| 2021-12-31 | $1.6M | 22k | 71.56 |
| 2021-09-30 | $1.5M | 23k | 63.88 |
| 2021-06-30 | $1.4M | 23k | 63.22 |
| 2021-03-31 | $1.5M | 24k | 64.04 |
| 2020-12-31 | $1.3M | 21k | 62.68 |
| 2020-09-30 | $1.0M | 17k | 59.36 |
| 2020-06-30 | $598k | 11k | 56.40 |
| 2018-12-31 | $988k | 19k | 52.90 |
| 2018-09-30 | $978k | 19k | 52.64 |
| 2018-06-30 | $962k | 19k | 51.93 |
| 2018-03-31 | $1.1M | 21k | 50.52 |
| 2017-12-31 | $1.4M | 26k | 52.70 |
| 2017-09-30 | $1.4M | 26k | 53.05 |
| 2017-06-30 | $1.4M | 27k | 51.97 |
| 2017-03-31 | $1.4M | 27k | 51.31 |
| 2016-12-31 | $1.4M | 28k | 48.58 |
| 2016-09-30 | $1.4M | 29k | 48.97 |
| 2016-06-30 | $1.7M | 32k | 52.47 |
| 2016-03-31 | $2.3M | 46k | 49.61 |
| 2015-12-31 | $2.1M | 49k | 43.29 |
| 2015-09-30 | $2.1M | 49k | 43.29 |
| 2015-06-30 | $0 | 51k | 0.00 |
| 2015-03-31 | $2.3M | 52k | 44.44 |
| 2014-12-31 | $3.2M | 68k | 47.22 |