Utilities SPDR shares owned by Capital Analysts
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Capital Analysts
from 13F filings
Historical chart of Capital Analysts investment in Utilities SPDR
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All positions including Utilities SPDR held by Capital Analysts consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Capital Analysts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $523k | 8.3k | 63.35 |
| 2023-09-30 | $485k | 8.2k | 58.84 |
| 2023-06-30 | $598k | 9.2k | 64.99 |
| 2023-03-31 | $812k | 12k | 67.69 |
| 2022-12-31 | $3.4M | 48k | 70.50 |
| 2022-09-30 | $4.9M | 76k | 65.10 |
| 2022-06-30 | $4.3M | 61k | 69.74 |
| 2022-03-31 | $91k | 1.2k | 74.77 |
| 2021-12-31 | $87k | 1.2k | 71.84 |
| 2021-09-30 | $77k | 1.2k | 64.01 |
| 2021-06-30 | $76k | 1.2k | 63.60 |
| 2021-03-31 | $93k | 1.5k | 64.01 |
| 2020-12-31 | $90k | 1.4k | 62.37 |
| 2020-09-30 | $85k | 1.4k | 59.32 |
| 2020-06-30 | $80k | 1.4k | 56.26 |
| 2020-03-31 | $78k | 1.4k | 55.24 |
| 2019-12-31 | $91k | 1.4k | 64.95 |
| 2019-09-30 | $95k | 1.5k | 64.71 |
| 2019-06-30 | $82k | 1.4k | 59.33 |
| 2019-03-31 | $79k | 1.4k | 57.58 |
| 2018-12-31 | $11k | 200 | 55.00 |
| 2018-09-30 | $11k | 200 | 55.00 |
| 2018-06-30 | $10k | 200 | 51.96 |
| 2018-03-31 | $10k | 204 | 49.02 |
| 2017-12-31 | $7.0k | 130 | 53.85 |
| 2017-09-30 | $11k | 200 | 55.00 |
| 2017-06-30 | $10k | 200 | 51.96 |
| 2017-03-31 | $10k | 200 | 51.31 |
| 2016-12-31 | $10k | 200 | 50.00 |
| 2016-09-30 | $9.8k | 200 | 48.99 |
| 2016-06-30 | $11k | 200 | 52.47 |
| 2016-03-31 | $9.9k | 200 | 49.62 |
| 2015-12-31 | $8.7k | 200 | 43.28 |
| 2015-09-30 | $8.7k | 200 | 43.29 |
| 2015-06-30 | $8.3k | 200 | 41.46 |
| 2015-03-31 | $8.9k | 200 | 44.43 |
| 2014-12-31 | $9.4k | 200 | 47.22 |
| 2014-09-30 | $8.4k | 200 | 42.09 |