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Utilities SPDR shares owned by Capital Insight Partners

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Capital Insight Partners from 13F filings

Historical chart of Capital Insight Partners investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Capital Insight Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Capital Insight Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.0M 68k 87.21
2025-06-30 $5.5M 67k 81.66
2025-03-31 $5.6M 71k 78.85
2024-12-31 $779k 10k 75.69