Utilities SPDR shares owned by Capital Directions Investment Advisory
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Capital Directions Investment Advisory
from 13F filings
Historical chart of Capital Directions Investment Advisory investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Capital Directions Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Utilities SPDR by Capital Directions Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $17k | 240 | 70.50 |
| 2022-09-30 | $0 | 0 | 0.00 |
| 2022-06-30 | $17k | 240 | 70.83 |
| 2022-03-31 | $18k | 240 | 75.00 |
| 2021-09-30 | $15k | 240 | 62.50 |
| 2021-06-30 | $15k | 240 | 62.50 |
| 2020-12-31 | $15k | 240 | 62.50 |
| 2020-09-30 | $14k | 240 | 58.33 |
| 2020-06-30 | $14k | 240 | 58.33 |
| 2020-03-31 | $13k | 240 | 54.17 |
| 2019-12-31 | $16k | 240 | 66.67 |
| 2019-09-30 | $16k | 240 | 66.67 |
| 2019-03-31 | $14k | 240 | 58.33 |
| 2017-06-30 | $5.0k | 105 | 47.62 |
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