Utilities SPDR shares owned by Calton & Associates
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $862k | 9.9k | 87.21 |
| 2025-06-30 | $722k | 8.8k | 81.66 |
| 2025-03-31 | $424k | 5.4k | 78.89 |
| 2024-12-31 | $423k | 5.6k | 75.70 |
| 2023-03-31 | $409k | 6.0k | 67.69 |
| 2022-12-31 | $558k | 7.9k | 70.50 |
| 2022-09-30 | $414k | 6.3k | 65.38 |
| 2022-06-30 | $403k | 5.8k | 70.07 |
| 2022-03-31 | $884k | 12k | 74.44 |
| 2021-12-31 | $281k | 3.9k | 71.48 |
| 2021-09-30 | $233k | 3.7k | 63.73 |
| 2021-06-30 | $214k | 3.4k | 63.61 |
| 2021-03-31 | $253k | 4.0k | 64.03 |
| 2020-12-31 | $248k | 3.9k | 62.82 |
| 2020-09-30 | $277k | 4.7k | 59.30 |
| 2020-06-30 | $320k | 5.7k | 56.44 |
| 2020-03-31 | $502k | 9.1k | 55.41 |
| 2019-12-31 | $567k | 8.8k | 64.58 |
| 2019-09-30 | $594k | 9.2k | 64.77 |
| 2019-06-30 | $467k | 7.8k | 59.63 |
| 2019-03-31 | $554k | 9.5k | 58.16 |
| 2018-12-31 | $449k | 8.5k | 52.94 |
| 2018-09-30 | $332k | 6.3k | 52.68 |
| 2018-06-30 | $343k | 6.5k | 52.92 |
| 2018-03-31 | $314k | 6.2k | 50.53 |
| 2017-12-31 | $228k | 4.5k | 50.35 |