Utilities SPDR shares owned by Cavalier Investments
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Cavalier Investments
from 13F filings
Historical chart of Cavalier Investments investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Cavalier Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $13M | 280k | 45.89 |
| 2025-03-31 | $2.2M | 28k | 78.85 |
| 2024-09-30 | $2.5M | 31k | 80.78 |
| 2020-12-31 | $744k | 12k | 62.74 |
| 2019-09-30 | $13M | 196k | 64.74 |
| 2019-06-30 | $4.0M | 67k | 59.62 |
| 2019-03-31 | $8.9M | 154k | 58.17 |
| 2018-12-31 | $19M | 365k | 52.91 |
| 2018-09-30 | $14M | 259k | 52.67 |
| 2018-06-30 | $3.8M | 74k | 51.95 |
| 2017-12-31 | $9.9M | 189k | 52.68 |
| 2017-09-30 | $9.2M | 174k | 53.05 |
| 2017-06-30 | $9.1M | 174k | 51.96 |
| 2017-03-31 | $8.9M | 174k | 51.31 |
| 2016-09-30 | $8.3M | 169k | 48.99 |
| 2016-06-30 | $12M | 236k | 52.47 |
| 2016-03-31 | $675k | 14k | 49.62 |