Utilities SPDR shares owned by California Capital Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by California Capital Advisors
from 13F filings
Historical chart of California Capital Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by California Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 65k | 87.21 |
| 2025-06-30 | $5.3M | 65k | 81.66 |
| 2025-03-31 | $5.0M | 63k | 78.85 |
| 2017-12-31 | $1.0M | 20k | 52.68 |
More positions owned by California Capital Advisors
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