Utilities SPDR shares owned by David Vaughan Investments
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by David Vaughan Investments
from 13F filings
Historical chart of David Vaughan Investments investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by David Vaughan Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 174k | 80.78 |
| 2024-06-30 | $12M | 174k | 68.14 |
| 2024-03-31 | $12M | 176k | 65.65 |
| 2023-12-31 | $10M | 164k | 63.33 |
| 2023-09-30 | $8.8M | 149k | 58.93 |
| 2023-06-30 | $9.6M | 147k | 65.44 |
| 2023-03-31 | $9.8M | 145k | 67.69 |
| 2022-12-31 | $10M | 143k | 70.50 |
| 2022-09-30 | $9.2M | 140k | 65.51 |
| 2022-06-30 | $9.8M | 140k | 70.13 |
| 2022-03-31 | $10M | 139k | 74.46 |
| 2021-12-31 | $9.6M | 134k | 71.58 |
| 2021-09-30 | $8.0M | 125k | 63.88 |
| 2021-06-30 | $7.3M | 115k | 63.23 |
| 2021-03-31 | $6.9M | 107k | 64.04 |
| 2020-12-31 | $6.0M | 96k | 62.70 |
| 2020-09-30 | $5.1M | 86k | 59.38 |
| 2020-06-30 | $4.3M | 76k | 56.43 |
| 2020-03-31 | $3.8M | 68k | 55.41 |
| 2019-12-31 | $3.9M | 60k | 64.62 |
| 2019-09-30 | $3.2M | 49k | 64.74 |
| 2019-06-30 | $2.6M | 44k | 59.63 |
| 2019-03-31 | $1.9M | 32k | 58.16 |
| 2018-12-31 | $1.5M | 28k | 52.92 |
| 2018-09-30 | $1.1M | 21k | 52.65 |
| 2018-06-30 | $888k | 17k | 51.98 |
| 2018-03-31 | $404k | 8.0k | 50.47 |