Utilities SPDR shares owned by Bellevue Asset Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Bellevue Asset Management
from 13F filings
Historical chart of Bellevue Asset Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Bellevue Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24k | 280 | 87.21 |
| 2025-06-30 | $23k | 280 | 81.66 |
| 2025-03-31 | $22k | 280 | 78.85 |
| 2024-12-31 | $21k | 280 | 75.69 |
| 2024-09-30 | $23k | 280 | 80.78 |
| 2024-06-30 | $19k | 280 | 68.14 |
| 2024-03-31 | $18k | 280 | 65.65 |
| 2023-12-31 | $18k | 280 | 63.33 |
| 2023-09-30 | $19k | 322 | 58.93 |
| 2023-06-30 | $21k | 322 | 65.44 |
| 2023-03-31 | $19k | 280 | 67.69 |
| 2022-12-31 | $28k | 405 | 69.96 |
| 2022-09-30 | $27k | 405 | 66.67 |
| 2022-06-30 | $28k | 405 | 69.14 |
| 2022-03-31 | $30k | 405 | 74.07 |
| 2021-12-31 | $29k | 405 | 71.60 |
| 2021-09-30 | $26k | 405 | 64.20 |
| 2021-06-30 | $26k | 405 | 64.20 |
| 2021-03-31 | $26k | 405 | 64.20 |
| 2020-12-31 | $26k | 405 | 64.20 |
| 2020-09-30 | $45k | 755 | 59.60 |
| 2020-06-30 | $43k | 755 | 56.95 |
| 2020-03-31 | $45k | 755 | 59.60 |
| 2019-12-31 | $55k | 855 | 64.33 |