Utilities SPDR shares owned by Coastwise Capital Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Coastwise Capital Group
from 13F filings
Historical chart of Coastwise Capital Group investment in Utilities SPDR
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All positions including Utilities SPDR held by Coastwise Capital Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Coastwise Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $263k | 3.3k | 80.79 |
| 2024-06-30 | $220k | 3.2k | 68.14 |
| 2024-03-31 | $274k | 4.2k | 65.64 |
| 2023-12-31 | $244k | 3.8k | 63.33 |
| 2023-09-30 | $243k | 4.1k | 58.92 |