Utilities SPDR shares owned by Capital Investment Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Capital Investment Advisors
from 13F filings
Historical chart of Capital Investment Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.8M | 101k | 87.21 |
| 2025-06-30 | $8.3M | 101k | 81.66 |
| 2025-03-31 | $8.2M | 104k | 78.85 |
| 2024-12-31 | $7.7M | 102k | 75.69 |
| 2024-09-30 | $8.3M | 103k | 80.78 |
| 2024-06-30 | $7.2M | 105k | 68.14 |
| 2024-03-31 | $6.9M | 105k | 65.65 |
| 2023-12-31 | $7.3M | 115k | 63.33 |
| 2023-09-30 | $6.8M | 116k | 58.93 |
| 2023-06-30 | $7.7M | 118k | 65.44 |
| 2023-03-31 | $8.2M | 121k | 67.69 |
| 2022-12-31 | $8.8M | 124k | 70.50 |
| 2022-09-30 | $8.3M | 126k | 65.51 |
| 2022-06-30 | $8.9M | 127k | 70.13 |
| 2022-03-31 | $9.5M | 128k | 74.46 |
| 2021-12-31 | $9.3M | 131k | 71.58 |
| 2021-09-30 | $8.8M | 137k | 63.88 |
| 2021-06-30 | $8.6M | 136k | 63.23 |
| 2021-03-31 | $8.6M | 135k | 64.04 |
| 2020-12-31 | $8.3M | 133k | 62.70 |
| 2020-09-30 | $8.0M | 134k | 59.38 |
| 2020-06-30 | $7.6M | 135k | 56.43 |
| 2020-03-31 | $7.7M | 138k | 55.41 |
| 2019-12-31 | $9.3M | 144k | 64.62 |
| 2019-09-30 | $9.6M | 148k | 64.74 |
| 2019-06-30 | $9.0M | 151k | 59.63 |
| 2019-03-31 | $9.0M | 154k | 58.17 |
| 2018-12-31 | $8.2M | 156k | 52.92 |
| 2018-09-30 | $8.1M | 154k | 52.65 |
| 2018-06-30 | $7.9M | 152k | 51.96 |
| 2018-03-31 | $7.8M | 155k | 50.53 |
| 2017-12-31 | $8.3M | 157k | 52.68 |
| 2017-09-30 | $8.6M | 162k | 53.05 |
| 2017-06-30 | $8.8M | 169k | 51.96 |
| 2017-03-31 | $10M | 195k | 51.31 |
| 2016-12-31 | $9.9M | 204k | 48.57 |
| 2016-09-30 | $11M | 215k | 48.99 |
| 2016-06-30 | $13M | 250k | 52.47 |
| 2016-03-31 | $13M | 267k | 49.62 |
| 2015-12-31 | $13M | 291k | 43.28 |
| 2015-09-30 | $12M | 283k | 43.29 |
| 2015-06-30 | $10M | 243k | 41.46 |
| 2015-03-31 | $14M | 287k | 47.22 |
| 2014-12-31 | $14M | 287k | 47.22 |
| 2014-09-30 | $12M | 294k | 42.09 |
| 2014-06-30 | $12M | 268k | 44.26 |
| 2014-03-31 | $9.3M | 224k | 41.46 |
| 2013-12-31 | $6.7M | 175k | 37.97 |
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