Utilities SPDR shares owned by Harbor Investment Advisory
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Harbor Investment Advisory
from 13F filings
Historical chart of Harbor Investment Advisory investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Harbor Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Utilities SPDR by Harbor Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 17k | 87.21 |
| 2025-06-30 | $1.3M | 17k | 81.66 |
| 2025-03-31 | $1.3M | 17k | 78.85 |
| 2024-12-31 | $1.3M | 17k | 75.69 |
| 2024-09-30 | $1.3M | 16k | 80.78 |
| 2024-06-30 | $1.1M | 16k | 68.14 |
| 2024-03-31 | $1.1M | 17k | 65.65 |
| 2023-12-31 | $1.2M | 19k | 63.33 |
| 2023-09-30 | $836k | 14k | 58.93 |
| 2023-06-30 | $572k | 8.7k | 65.44 |
| 2023-03-31 | $336k | 5.0k | 67.69 |
| 2022-12-31 | $372k | 5.3k | 70.49 |
| 2022-09-30 | $336k | 5.1k | 65.54 |
| 2022-06-30 | $341k | 4.9k | 70.19 |
| 2022-03-31 | $354k | 4.8k | 74.42 |
| 2021-12-31 | $342k | 4.8k | 71.53 |
| 2021-09-30 | $302k | 4.7k | 63.79 |
| 2021-06-30 | $299k | 4.7k | 63.16 |
| 2021-03-31 | $303k | 4.7k | 64.02 |
| 2020-12-31 | $203k | 3.2k | 62.81 |
| 2020-09-30 | $177k | 3.0k | 59.30 |
| 2020-06-30 | $177k | 3.1k | 56.48 |
| 2020-03-31 | $260k | 4.7k | 55.52 |
| 2019-12-31 | $326k | 5.0k | 64.66 |
More positions owned by Harbor Investment Advisory
View all positions for Harbor Investment Advisory