Utilities SPDR shares owned by Horizon Investments
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Horizon Investments
from 13F filings
Historical chart of Horizon Investments investment in Utilities SPDR
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All positions including Utilities SPDR held by Horizon Investments consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Horizon Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 24k | 87.21 |
| 2025-06-30 | $1.3M | 16k | 81.66 |
| 2025-03-31 | $2.3M | 30k | 78.85 |
| 2024-12-31 | $1.5M | 20k | 75.69 |
| 2024-09-30 | $1.4M | 17k | 80.78 |
| 2024-06-30 | $1.1M | 16k | 68.14 |
| 2024-03-31 | $795k | 12k | 65.65 |
| 2023-12-31 | $518k | 8.2k | 63.33 |
| 2023-09-30 | $848k | 14k | 58.93 |
| 2023-06-30 | $848k | 13k | 65.44 |
| 2023-03-31 | $501k | 7.4k | 67.69 |
| 2022-12-31 | $813k | 12k | 70.46 |
| 2022-09-30 | $467k | 7.1k | 65.54 |
| 2022-06-30 | $446k | 6.4k | 70.16 |
| 2022-03-31 | $661k | 8.9k | 74.50 |
| 2021-12-31 | $488k | 6.8k | 71.65 |
| 2021-09-30 | $589k | 9.2k | 63.85 |
| 2021-06-30 | $280k | 4.4k | 63.12 |
| 2019-06-30 | $70M | 1.2M | 59.63 |
| 2019-03-31 | $23M | 400k | 58.17 |
| 2016-06-30 | $4.0M | 76k | 52.47 |
| 2016-03-31 | $2.3M | 46k | 49.62 |