Utilities SPDR shares owned by Crescent Grove Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Crescent Grove Advisors
from 13F filings
Historical chart of Crescent Grove Advisors investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Crescent Grove Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Utilities SPDR by Crescent Grove Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $405k | 4.6k | 87.20 |
| 2025-06-30 | $379k | 4.6k | 81.66 |
| 2025-03-31 | $365k | 4.6k | 78.85 |
| 2024-12-31 | $350k | 4.6k | 75.69 |
| 2024-09-30 | $374k | 4.6k | 80.78 |
| 2024-06-30 | $315k | 4.6k | 68.14 |
| 2024-03-31 | $304k | 4.6k | 65.65 |
| 2023-12-31 | $290k | 4.6k | 63.33 |
| 2023-09-30 | $338k | 5.7k | 58.93 |
| 2023-06-30 | $243k | 3.7k | 65.44 |
| 2023-03-31 | $415k | 6.1k | 67.69 |
| 2022-12-31 | $371k | 5.3k | 70.50 |
| 2022-09-30 | $345k | 5.3k | 65.49 |
| 2022-06-30 | $773k | 11k | 70.13 |
| 2022-03-31 | $821k | 11k | 74.48 |
| 2021-12-31 | $328k | 4.6k | 71.68 |
| 2021-09-30 | $292k | 4.6k | 63.81 |
| 2021-06-30 | $289k | 4.6k | 63.16 |
| 2021-03-31 | $236k | 3.7k | 63.92 |
| 2020-12-31 | $231k | 3.7k | 62.57 |
| 2020-09-30 | $219k | 3.7k | 59.32 |
| 2020-06-30 | $208k | 3.7k | 56.34 |
| 2020-03-31 | $205k | 3.7k | 55.53 |