Utilities SPDR shares owned by Global Retirement Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Global Retirement Partners
from 13F filings
Historical chart of Global Retirement Partners investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Global Retirement Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Global Retirement Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.0M | 37k | 80.78 |
| 2024-06-30 | $3.3M | 48k | 68.14 |
| 2024-03-31 | $3.2M | 49k | 65.65 |
| 2023-12-31 | $3.1M | 49k | 62.63 |
| 2023-09-30 | $2.2M | 39k | 56.78 |
| 2023-06-30 | $2.9M | 44k | 65.44 |
| 2023-03-31 | $3.1M | 45k | 68.07 |
| 2022-12-31 | $4.1M | 58k | 70.50 |
| 2022-09-30 | $3.5M | 53k | 66.78 |
| 2022-06-30 | $3.0M | 43k | 70.13 |
| 2022-03-31 | $3.0M | 40k | 74.05 |
| 2021-09-30 | $2.2M | 35k | 63.89 |
| 2021-06-30 | $2.3M | 36k | 63.24 |
| 2021-03-31 | $2.1M | 33k | 64.03 |
| 2020-12-31 | $2.0M | 31k | 62.70 |
| 2020-09-30 | $1.6M | 27k | 59.38 |
| 2020-06-30 | $1.5M | 27k | 56.43 |
| 2020-03-31 | $1.3M | 24k | 55.42 |
| 2019-12-31 | $1.0M | 16k | 64.64 |
| 2019-09-30 | $544k | 8.4k | 64.74 |
| 2019-06-30 | $460k | 7.7k | 59.66 |
| 2019-03-31 | $185k | 3.2k | 58.05 |
| 2018-12-31 | $165k | 3.1k | 52.77 |
| 2018-09-30 | $165k | 3.1k | 52.77 |
| 2018-06-30 | $122k | 2.3k | 52.07 |
| 2018-03-31 | $118k | 2.3k | 50.36 |
| 2017-12-31 | $231k | 4.4k | 52.63 |
| 2017-09-30 | $192k | 3.6k | 53.14 |
| 2017-06-30 | $188k | 3.6k | 52.03 |
| 2017-03-31 | $278k | 5.4k | 51.38 |
| 2016-12-31 | $61k | 1.3k | 48.30 |
More positions owned by Global Retirement Partners
View all positions for Global Retirement Partners