Utilities SPDR shares owned by Curtis Advisory Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Curtis Advisory Group
from 13F filings
Historical chart of Curtis Advisory Group investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Curtis Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $209k | 2.4k | 87.21 |
| 2023-09-30 | $205k | 3.5k | 58.93 |
| 2023-06-30 | $227k | 3.5k | 65.44 |
| 2023-03-31 | $477k | 7.1k | 67.69 |
| 2022-12-31 | $593k | 8.4k | 70.50 |
| 2022-09-30 | $608k | 9.3k | 65.52 |
| 2022-06-30 | $600k | 8.6k | 70.11 |
| 2022-03-31 | $637k | 8.6k | 74.43 |
| 2021-12-31 | $613k | 8.6k | 71.63 |
| 2021-09-30 | $333k | 5.2k | 63.94 |
| 2021-06-30 | $544k | 8.6k | 63.27 |
| 2021-03-31 | $551k | 8.6k | 64.08 |
| 2020-12-31 | $490k | 7.8k | 62.76 |
| 2020-09-30 | $316k | 5.3k | 59.29 |