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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

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Quarterly 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