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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

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Quarterly reported holdings in Utilities SPDR by Cladis Investment Advisory

Quarter filed Position value Share count Share price at filing
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 $735k 11k 68.14
2024-03-31 $695k 11k 65.65
2023-12-31 $718k 11k 63.33
2023-09-30 $474k 8.0k 58.93
2023-06-30 $415k 6.3k 65.44
2023-03-31 $497k 7.3k 67.69
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 $462k 6.2k 74.48
2021-12-31 $444k 6.2k 71.59