Utilities SPDR shares owned by D L Carlson Investment Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by D L Carlson Investment Group
from 13F filings
Historical chart of D L Carlson Investment Group investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by D L Carlson Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 29k | 87.21 |
| 2025-06-30 | $2.4M | 29k | 81.66 |
| 2025-03-31 | $2.4M | 30k | 78.85 |
| 2024-12-31 | $2.4M | 31k | 75.69 |
| 2024-09-30 | $2.6M | 32k | 80.78 |
| 2024-06-30 | $2.8M | 41k | 68.14 |
| 2024-03-31 | $1.9M | 29k | 65.65 |
| 2023-12-31 | $1.8M | 29k | 61.30 |
| 2023-09-30 | $1.8M | 30k | 58.93 |
| 2023-06-30 | $2.0M | 31k | 65.44 |
| 2023-03-31 | $2.1M | 31k | 67.69 |
| 2022-12-31 | $2.2M | 32k | 70.52 |
| 2022-09-30 | $2.2M | 33k | 65.50 |
| 2022-06-30 | $2.3M | 33k | 70.14 |
| 2022-03-31 | $2.4M | 32k | 74.47 |
| 2021-12-31 | $2.3M | 32k | 71.57 |
| 2021-09-30 | $1.9M | 30k | 63.88 |
| 2021-06-30 | $2.3M | 37k | 63.23 |
| 2021-03-31 | $2.4M | 37k | 64.04 |
| 2020-12-31 | $2.0M | 32k | 62.70 |
| 2020-09-30 | $2.0M | 34k | 59.39 |
| 2020-06-30 | $2.0M | 36k | 56.43 |
| 2020-03-31 | $2.0M | 36k | 55.42 |
| 2019-12-31 | $1.7M | 26k | 64.62 |
| 2019-09-30 | $1.7M | 27k | 64.76 |
| 2019-06-30 | $1.6M | 28k | 59.62 |
| 2019-03-31 | $1.6M | 27k | 58.17 |
| 2018-12-31 | $1.5M | 29k | 52.93 |
| 2018-09-30 | $1.5M | 29k | 52.66 |
| 2018-06-30 | $1.5M | 29k | 51.95 |
| 2018-03-31 | $1.4M | 29k | 50.52 |
| 2017-12-31 | $1.1M | 21k | 52.66 |
| 2017-09-30 | $1.1M | 21k | 53.05 |
| 2017-06-30 | $1.1M | 21k | 51.98 |
| 2017-03-31 | $1.1M | 21k | 51.30 |
| 2016-12-31 | $1.0M | 21k | 48.56 |
| 2016-09-30 | $1.0M | 21k | 48.97 |
| 2016-06-30 | $1.2M | 23k | 52.47 |
| 2016-03-31 | $1.1M | 23k | 49.64 |
| 2015-12-31 | $878k | 20k | 43.28 |
| 2015-09-30 | $413k | 9.5k | 43.32 |
| 2015-06-30 | $420k | 10k | 41.45 |
| 2015-03-31 | $412k | 9.3k | 44.48 |
| 2014-12-31 | $423k | 9.0k | 47.17 |
| 2014-09-30 | $341k | 8.1k | 42.03 |
| 2014-06-30 | $331k | 7.5k | 44.22 |
| 2014-03-31 | $300k | 7.2k | 41.47 |
| 2013-12-31 | $261k | 6.9k | 37.91 |
More positions owned by D L Carlson Investment Group
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