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Utilities SPDR shares owned by Essex

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Essex from 13F filings

Historical chart of Essex investment in Utilities SPDR

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All positions including Utilities SPDR held by Essex consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Essex

Quarter filed Position value Share count Share price at filing
2024-09-30 $951k 12k 80.78
2024-06-30 $737k 11k 68.14
2024-03-31 $690k 11k 65.65
2023-12-31 $642k 10k 63.33
2023-09-30 $480k 8.1k 58.93
2023-06-30 $454k 6.9k 65.44
2023-03-31 $531k 7.5k 70.50
2022-12-31 $531k 7.5k 70.50
2022-09-30 $472k 7.2k 65.52
2022-06-30 $466k 6.6k 70.19
2022-03-31 $477k 6.4k 74.48
2021-12-31 $449k 6.3k 71.57
2021-09-30 $361k 5.7k 63.85