Utilities SPDR shares owned by Cladis Investment Advisory
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Cladis Investment Advisory
from 13F filings
Historical chart of Cladis Investment Advisory investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Cladis 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 Cladis Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.4M | 32k | 42.69 |
| 2025-09-30 | $1.2M | 14k | 87.21 |
| 2025-06-30 | $1.1M | 14k | 81.66 |
| 2025-03-31 | $1.1M | 14k | 78.85 |
| 2024-12-31 | $1.1M | 14k | 75.69 |
| 2024-09-30 | $1.1M | 14k | 80.78 |
| 2024-06-30 | $871k | 13k | 68.14 |
| 2024-03-31 | $826k | 13k | 65.65 |
| 2023-12-31 | $718k | 11k | 63.33 |
| 2023-09-30 | $415k | 7.0k | 58.93 |
| 2023-06-30 | $415k | 6.3k | 65.44 |
| 2023-03-31 | $429k | 6.3k | 67.70 |
| 2022-12-31 | $376k | 5.3k | 70.46 |
| 2022-09-30 | $350k | 5.3k | 65.53 |
| 2022-06-30 | $435k | 6.2k | 70.12 |
| 2022-03-31 | $536k | 7.2k | 74.46 |
| 2021-12-31 | $444k | 6.2k | 71.59 |
More positions owned by Cladis Investment Advisory
View all positions for Cladis Investment Advisory