Utilities SPDR shares owned by Grimes & Company
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Grimes & Company
from 13F filings
Historical chart of Grimes & Company investment in Utilities SPDR
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All positions including Utilities SPDR held by Grimes & Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Grimes & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $239k | 5.3k | 45.34 |
| 2024-12-31 | $465k | 6.1k | 75.68 |
| 2024-09-30 | $493k | 6.1k | 80.78 |
| 2024-06-30 | $394k | 5.8k | 68.14 |
| 2024-03-31 | $377k | 5.7k | 65.65 |
| 2023-12-31 | $361k | 5.7k | 63.33 |
| 2023-09-30 | $334k | 5.7k | 58.93 |
| 2023-06-30 | $368k | 5.6k | 65.44 |
| 2023-03-31 | $381k | 5.6k | 67.69 |
| 2022-12-31 | $421k | 6.0k | 70.50 |
| 2022-09-30 | $384k | 5.9k | 65.44 |
| 2022-06-30 | $395k | 5.6k | 70.21 |
| 2022-03-31 | $419k | 5.6k | 74.48 |
| 2021-12-31 | $403k | 5.6k | 71.63 |
| 2021-09-30 | $359k | 5.6k | 63.81 |
| 2021-06-30 | $356k | 5.6k | 63.28 |
| 2021-03-31 | $360k | 5.6k | 63.99 |