Utilities SPDR shares owned by Capital Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in Utilities SPDR
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All positions including Utilities SPDR held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 15k | 87.23 |
| 2025-06-30 | $1.2M | 14k | 81.69 |
| 2025-03-31 | $979k | 12k | 78.82 |
| 2024-12-31 | $921k | 12k | 75.70 |
| 2024-09-30 | $972k | 12k | 80.78 |
| 2024-06-30 | $1.1M | 16k | 68.13 |
| 2024-03-31 | $1.2M | 18k | 65.67 |
| 2023-12-31 | $1.1M | 18k | 63.31 |
| 2023-09-30 | $1.2M | 20k | 58.94 |
| 2023-06-30 | $1.3M | 20k | 65.45 |
| 2023-03-31 | $1.3M | 20k | 67.68 |
| 2022-12-31 | $1.5M | 21k | 70.50 |
| 2022-09-30 | $1.3M | 20k | 65.52 |
| 2022-06-30 | $1.4M | 20k | 70.15 |
| 2022-03-31 | $1.5M | 20k | 74.47 |
| 2021-12-31 | $1.4M | 20k | 71.57 |
| 2021-09-30 | $1.2M | 20k | 63.88 |
| 2021-06-30 | $1.2M | 20k | 63.22 |
| 2021-03-31 | $1.2M | 20k | 64.04 |
| 2020-12-31 | $1.9M | 30k | 62.69 |
| 2020-09-30 | $1.7M | 29k | 59.37 |
| 2020-06-30 | $1.6M | 29k | 56.43 |
| 2020-03-31 | $1.6M | 29k | 55.41 |
| 2019-12-31 | $625k | 9.7k | 64.60 |
| 2019-09-30 | $626k | 9.7k | 64.70 |
| 2019-06-30 | $577k | 9.7k | 59.64 |
| 2019-03-31 | $797k | 14k | 58.18 |
| 2018-12-31 | $725k | 14k | 52.92 |
| 2018-09-30 | $721k | 14k | 52.63 |
| 2018-06-30 | $712k | 14k | 51.97 |
| 2018-03-31 | $692k | 14k | 50.51 |
| 2017-12-31 | $755k | 14k | 52.69 |
| 2017-09-30 | $769k | 15k | 53.07 |
| 2017-06-30 | $749k | 14k | 51.98 |
| 2017-03-31 | $739k | 14k | 51.30 |
| 2016-12-31 | $766k | 16k | 48.55 |
| 2016-09-30 | $773k | 16k | 49.01 |
| 2016-06-30 | $827k | 16k | 52.44 |
| 2016-03-31 | $839k | 17k | 49.60 |
| 2015-12-31 | $732k | 17k | 43.28 |
| 2015-09-30 | $760k | 18k | 43.31 |
| 2015-06-30 | $782k | 19k | 41.45 |
| 2015-03-31 | $876k | 20k | 44.43 |
| 2014-12-31 | $768k | 16k | 47.20 |
| 2014-09-30 | $577k | 14k | 42.06 |
| 2014-06-30 | $607k | 14k | 44.25 |
| 2014-03-31 | $520k | 13k | 41.48 |
| 2013-12-31 | $380k | 10k | 37.96 |