Utilities SPDR shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $202k | 2.6k | 77.07 |
| 2024-09-30 | $252k | 3.1k | 80.24 |
| 2024-06-30 | $1.4M | 21k | 68.14 |
| 2024-03-31 | $714k | 11k | 65.65 |
| 2023-12-31 | $1.1M | 17k | 63.33 |
| 2023-09-30 | $633k | 9.7k | 65.44 |
| 2023-06-30 | $607k | 9.3k | 65.44 |
| 2023-03-31 | $597k | 8.8k | 67.69 |
| 2022-12-31 | $545k | 7.7k | 70.50 |
| 2022-09-30 | $538k | 8.2k | 65.49 |
| 2022-06-30 | $555k | 7.7k | 71.89 |
| 2022-03-31 | $746k | 10k | 74.41 |
| 2021-12-31 | $548k | 7.7k | 71.61 |
| 2021-09-30 | $438k | 6.9k | 63.89 |
| 2021-06-30 | $436k | 6.9k | 63.29 |
| 2021-03-31 | $431k | 6.7k | 64.01 |
| 2020-12-31 | $395k | 6.3k | 62.78 |
| 2020-09-30 | $326k | 5.5k | 59.43 |
| 2020-06-30 | $296k | 5.2k | 56.43 |
| 2020-03-31 | $202k | 3.6k | 55.49 |
| 2019-12-31 | $229k | 3.5k | 66.23 |
| 2019-09-30 | $194k | 2.9k | 66.23 |
| 2019-06-30 | $176k | 3.2k | 55.56 |
| 2019-03-31 | $83k | 1.5k | 55.56 |
More positions owned by Coastal Investment Advisors
View all positions for Coastal Investment Advisors