Utilities SPDR shares owned by D.B. Root & Company
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by D.B. Root & Company
from 13F filings
Historical chart of D.B. Root & Company investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by D.B. Root & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $240k | 3.2k | 75.69 |
| 2024-09-30 | $287k | 3.6k | 80.78 |
| 2024-03-31 | $359k | 5.5k | 65.65 |
| 2023-12-31 | $340k | 5.4k | 63.33 |
| 2023-09-30 | $347k | 5.9k | 58.93 |
| 2023-06-30 | $362k | 5.5k | 65.44 |
| 2023-03-31 | $209k | 3.1k | 67.70 |
| 2022-12-31 | $214k | 3.0k | 70.50 |
| 2022-09-30 | $1.3M | 19k | 65.46 |
| 2022-06-30 | $1.4M | 20k | 70.13 |
| 2022-03-31 | $276k | 3.7k | 74.35 |
| 2021-12-31 | $302k | 4.2k | 71.56 |
| 2021-09-30 | $231k | 3.6k | 63.87 |
| 2021-06-30 | $253k | 4.0k | 63.01 |
| 2021-03-31 | $253k | 4.0k | 63.84 |
| 2020-12-31 | $292k | 4.7k | 62.66 |
| 2020-09-30 | $355k | 6.0k | 59.36 |
| 2020-06-30 | $357k | 6.3k | 56.32 |
| 2020-03-31 | $1.9M | 34k | 55.38 |
| 2019-12-31 | $1.2M | 19k | 64.58 |
| 2019-09-30 | $1.8M | 28k | 64.74 |
| 2019-06-30 | $1.8M | 30k | 59.60 |
| 2019-03-31 | $1.1M | 18k | 58.18 |
| 2018-12-31 | $385k | 7.3k | 52.66 |
| 2018-09-30 | $385k | 7.3k | 52.66 |