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Utilities SPDR shares owned by Fortis Capital Management

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

Historical chart of Fortis Capital Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Fortis Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $772k 9.6k 80.78
2024-06-30 $637k 9.3k 68.14
2023-12-31 $11M 175k 63.33
2023-09-30 $6.8M 115k 58.93