Utilities SPDR shares owned by CoreCap Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by CoreCap Advisors
from 13F filings
Historical chart of CoreCap Advisors investment in Utilities SPDR
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All positions including Utilities SPDR held by CoreCap Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by CoreCap Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 45k | 80.78 |
| 2024-06-30 | $3.7M | 54k | 68.14 |
| 2024-03-31 | $17M | 257k | 65.65 |
| 2023-12-31 | $14M | 218k | 63.33 |
| 2023-09-30 | $11M | 190k | 58.93 |
| 2023-06-30 | $11M | 167k | 65.44 |
| 2022-12-31 | $16M | 231k | 70.50 |
| 2022-09-30 | $12M | 178k | 65.51 |
| 2022-06-30 | $895k | 13k | 70.16 |
| 2022-03-31 | $633k | 8.5k | 74.48 |
| 2021-12-31 | $303k | 4.2k | 71.56 |