Utilities SPDR shares owned by Cary Street Partner Investment Advisory
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Cary Street Partner Investment Advisory
from 13F filings
Historical chart of Cary Street Partner Investment Advisory investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Cary Street Partner Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Cary Street Partner Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 34k | 80.78 |
| 2024-06-30 | $2.4M | 35k | 68.14 |
| 2024-03-31 | $2.2M | 33k | 65.65 |
| 2023-12-31 | $391k | 5.5k | 71.51 |
| 2023-09-30 | $2.9M | 50k | 58.93 |
| 2023-06-30 | $4.5M | 69k | 65.44 |
| 2023-03-31 | $8.6M | 128k | 67.69 |
| 2022-12-31 | $11M | 151k | 70.50 |
| 2022-09-30 | $11M | 172k | 65.51 |
| 2022-06-30 | $11M | 161k | 70.13 |
| 2022-03-31 | $402k | 5.4k | 74.54 |
| 2021-12-31 | $391k | 5.5k | 71.51 |
| 2021-09-30 | $431k | 6.8k | 63.82 |
| 2021-06-30 | $427k | 6.8k | 63.23 |
| 2021-03-31 | $477k | 7.5k | 64.00 |
| 2020-12-31 | $513k | 8.2k | 62.67 |
| 2020-09-30 | $585k | 9.9k | 59.38 |
| 2020-06-30 | $499k | 8.9k | 56.34 |
| 2020-03-31 | $669k | 11k | 62.70 |
| 2019-12-31 | $555k | 8.6k | 64.39 |
More positions owned by Cary Street Partner Investment Advisory
View all positions for Cary Street Partner Investment Advisory