Utilities SPDR shares owned by Colony Family Offices
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Colony Family Offices
from 13F filings
Historical chart of Colony Family Offices investment in Utilities SPDR
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All positions including Utilities SPDR held by Colony Family Offices consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Colony Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $475k | 5.9k | 80.78 |
| 2024-06-30 | $400k | 5.9k | 68.14 |
| 2024-03-31 | $386k | 5.9k | 65.65 |
| 2023-12-31 | $372k | 5.9k | 63.33 |