Utilities SPDR shares owned by Client First Capital
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Client First Capital
from 13F filings
Historical chart of Client First Capital investment in Utilities SPDR
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All positions including Utilities SPDR held by Client First Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Client First Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.0M | 111k | 63.33 |
| 2023-09-30 | $7.8M | 132k | 58.93 |
| 2023-06-30 | $8.7M | 133k | 65.44 |
| 2023-03-31 | $8.9M | 132k | 67.69 |
| 2022-12-31 | $11M | 155k | 70.50 |
| 2022-09-30 | $10M | 159k | 65.51 |
| 2022-06-30 | $8.1M | 115k | 70.13 |
| 2022-03-31 | $8.5M | 115k | 74.46 |
| 2021-12-31 | $4.4M | 62k | 71.59 |