Utilities SPDR shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Capital Asset Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Capital Asset Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $375k | 4.9k | 77.09 |
| 2024-09-30 | $406k | 5.1k | 79.47 |
| 2023-09-30 | $659k | 11k | 59.56 |
| 2023-06-30 | $737k | 11k | 66.85 |
| 2023-03-31 | $831k | 12k | 67.69 |
| 2022-12-31 | $906k | 13k | 70.50 |
| 2022-09-30 | $934k | 14k | 65.48 |
| 2022-06-30 | $1.1M | 15k | 70.10 |
| 2022-03-31 | $896k | 12k | 74.44 |
| 2021-12-31 | $43k | 606 | 70.96 |
| 2021-09-30 | $1.5M | 24k | 63.89 |
| 2021-06-30 | $1.3M | 21k | 63.24 |
| 2021-03-31 | $1.3M | 21k | 64.04 |
| 2020-12-31 | $862k | 14k | 62.71 |
| 2020-09-30 | $779k | 13k | 59.38 |
| 2020-06-30 | $604k | 10k | 60.13 |
| 2020-03-31 | $366k | 6.7k | 54.99 |
| 2019-12-31 | $519k | 7.5k | 69.14 |
More positions owned by Capital Asset Advisory Services
View all positions for Capital Asset Advisory Services