Utilities SPDR shares owned by Concentric Capital Strategies
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Concentric Capital Strategies
from 13F filings
Historical chart of Concentric Capital Strategies investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Concentric Capital Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.5M | 76k | 45.89 |
| 2025-09-30 | $11M | 123k | 87.21 |
| 2025-06-30 | $1.4M | 18k | 81.66 |
| 2024-12-31 | $1.4M | 18k | 75.69 |
| 2024-09-30 | $6.4M | 80k | 80.78 |
| 2024-06-30 | $4.9M | 72k | 68.14 |
| 2024-03-31 | $13M | 193k | 65.65 |
More positions owned by Concentric Capital Strategies
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