Utilities SPDR shares owned by Berkeley Capital Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Berkeley Capital Partners
from 13F filings
Historical chart of Berkeley Capital Partners investment in Utilities SPDR
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All positions including Utilities SPDR held by Berkeley Capital Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Berkeley Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $267k | 3.1k | 87.21 |
| 2025-03-31 | $487k | 6.2k | 78.85 |
| 2024-12-31 | $518k | 6.8k | 75.69 |
| 2024-09-30 | $550k | 6.8k | 80.78 |
| 2024-06-30 | $292k | 4.3k | 68.14 |
| 2024-03-31 | $267k | 4.1k | 65.65 |
| 2023-12-31 | $704k | 11k | 63.33 |
| 2023-09-30 | $241k | 4.1k | 58.93 |
| 2023-06-30 | $268k | 4.1k | 65.44 |
| 2023-03-31 | $277k | 4.1k | 67.69 |
| 2022-12-31 | $318k | 4.5k | 70.50 |
| 2022-06-30 | $221k | 3.2k | 70.14 |
| 2020-06-30 | $312k | 5.5k | 56.38 |
| 2019-03-31 | $243k | 4.2k | 58.27 |
| 2018-12-31 | $348k | 6.6k | 52.99 |
| 2018-09-30 | $256k | 4.9k | 52.57 |
| 2016-03-31 | $660k | 13k | 49.66 |