Utilities SPDR shares owned by Capital Square
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Capital Square
from 13F filings
Historical chart of Capital Square investment in Utilities SPDR
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All positions including Utilities SPDR held by Capital Square consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Capital Square
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $510k | 5.8k | 87.22 |
| 2025-06-30 | $515k | 6.3k | 82.46 |
| 2025-03-31 | $531k | 6.7k | 78.85 |
| 2024-12-31 | $761k | 9.6k | 79.49 |
| 2024-09-30 | $852k | 11k | 80.78 |
| 2024-06-30 | $630k | 8.9k | 70.72 |
| 2024-03-31 | $467k | 7.1k | 65.65 |
| 2022-03-31 | $203k | 2.7k | 74.20 |
| 2020-03-31 | $144k | 2.6k | 55.58 |
| 2019-12-31 | $229k | 3.6k | 64.40 |