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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All positions including Utilities SPDR held by D L Carlson Investment Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by D L Carlson Investment Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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