Utilities SPDR shares owned by Biltmore Family Office
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Biltmore Family Office
from 13F filings
Historical chart of Biltmore Family Office investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Biltmore Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $59k | 730 | 80.78 |
| 2024-06-30 | $50k | 730 | 68.14 |
| 2024-03-31 | $53k | 800 | 65.65 |
| 2023-12-31 | $51k | 800 | 63.33 |
| 2023-09-30 | $47k | 800 | 58.93 |
| 2023-06-30 | $52k | 800 | 65.44 |
| 2023-03-31 | $54k | 800 | 67.69 |
| 2022-12-31 | $56k | 800 | 70.50 |
| 2022-09-30 | $52k | 800 | 65.00 |
| 2022-06-30 | $56k | 800 | 70.00 |
| 2022-03-31 | $60k | 800 | 75.00 |
| 2021-12-31 | $57k | 800 | 71.25 |
| 2021-09-30 | $38k | 600 | 63.33 |
| 2021-06-30 | $38k | 600 | 63.33 |
| 2021-03-31 | $38k | 600 | 63.33 |
| 2020-12-31 | $38k | 600 | 63.33 |
| 2020-09-30 | $36k | 600 | 60.00 |
| 2020-06-30 | $34k | 600 | 56.67 |
| 2020-03-31 | $33k | 600 | 55.00 |
| 2019-12-31 | $230k | 3.6k | 64.68 |