Utilities SPDR shares owned by High Falls Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by High Falls Advisors
from 13F filings
Historical chart of High Falls Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by High Falls Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $344k | 3.9k | 87.21 |
| 2025-06-30 | $388k | 4.8k | 81.66 |
| 2025-03-31 | $366k | 4.6k | 78.86 |
| 2024-12-31 | $350k | 4.6k | 75.69 |
| 2024-09-30 | $419k | 5.2k | 80.79 |
| 2024-06-30 | $312k | 4.6k | 68.13 |
| 2024-03-31 | $267k | 4.1k | 65.65 |
| 2023-12-31 | $314k | 5.0k | 63.33 |
| 2023-09-30 | $291k | 4.9k | 58.93 |
| 2023-06-30 | $321k | 4.9k | 65.44 |
| 2023-03-31 | $335k | 5.0k | 67.69 |
| 2022-12-31 | $355k | 5.0k | 70.50 |
| 2022-09-30 | $618k | 9.4k | 65.48 |
| 2022-06-30 | $930k | 13k | 70.14 |
| 2022-03-31 | $1.2M | 17k | 74.47 |
| 2021-12-31 | $1.5M | 20k | 71.59 |
| 2021-09-30 | $1.3M | 20k | 63.90 |
| 2021-06-30 | $671k | 11k | 63.22 |
| 2021-03-31 | $671k | 11k | 64.05 |
| 2020-12-31 | $626k | 10k | 62.74 |
| 2020-09-30 | $999 | 10k | 0.10 |
| 2020-06-30 | $488k | 8.7k | 56.39 |
| 2020-03-31 | $478k | 8.6k | 55.36 |
| 2019-12-31 | $588k | 9.1k | 64.62 |
| 2019-09-30 | $1.5M | 23k | 64.75 |
| 2019-06-30 | $1.4M | 23k | 59.63 |
| 2019-03-31 | $1.3M | 23k | 58.17 |
| 2018-12-31 | $1.2M | 23k | 52.93 |
| 2018-09-30 | $480k | 9.1k | 52.70 |
| 2018-06-30 | $472k | 9.1k | 51.94 |
| 2018-03-31 | $458k | 9.1k | 50.52 |
| 2017-12-31 | $477k | 9.0k | 52.72 |
| 2017-09-30 | $533k | 10k | 53.10 |
| 2017-06-30 | $1.1M | 20k | 51.97 |
| 2017-03-31 | $568k | 11k | 51.35 |
| 2016-12-31 | $610k | 13k | 48.60 |
| 2016-09-30 | $618k | 13k | 48.97 |
| 2016-06-30 | $360k | 8.3k | 43.34 |
| 2016-03-31 | $3.7M | 74k | 49.62 |
| 2015-12-31 | $360k | 8.3k | 43.34 |