Utilities SPDR shares owned by Claro Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Claro Advisors
from 13F filings
Historical chart of Claro Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Claro Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $695k | 8.0k | 87.21 |
| 2025-06-30 | $613k | 7.5k | 81.66 |
| 2025-03-31 | $533k | 6.8k | 78.85 |
| 2024-12-31 | $487k | 6.4k | 75.69 |
| 2024-09-30 | $219k | 2.6k | 83.00 |
| 2023-09-30 | $554k | 9.4k | 58.93 |
| 2023-06-30 | $737k | 11k | 65.44 |
| 2023-03-31 | $579k | 8.6k | 67.69 |
| 2022-12-31 | $894k | 13k | 70.47 |
| 2022-09-30 | $868k | 12k | 70.11 |
| 2022-06-30 | $868k | 12k | 70.11 |
| 2022-03-31 | $673k | 9.4k | 71.60 |
| 2021-12-31 | $673k | 9.4k | 71.60 |
| 2021-09-30 | $597k | 9.3k | 63.86 |
| 2021-06-30 | $563k | 8.9k | 63.21 |
| 2021-03-31 | $561k | 8.8k | 64.10 |
| 2020-12-31 | $544k | 8.7k | 62.71 |
| 2020-09-30 | $505k | 8.5k | 59.38 |
| 2020-06-30 | $544k | 9.6k | 56.40 |
| 2020-03-31 | $621k | 11k | 55.38 |
| 2019-12-31 | $624k | 9.7k | 64.65 |
| 2019-09-30 | $595k | 9.2k | 64.74 |
| 2019-06-30 | $434k | 7.3k | 59.70 |
| 2019-03-31 | $342k | 5.9k | 58.25 |
| 2018-12-31 | $265k | 5.0k | 52.74 |