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Utilities SPDR shares owned by Howe and Rusling

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Howe and Rusling from 13F filings

Historical chart of Howe and Rusling investment in Utilities SPDR

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All positions including Utilities SPDR held by Howe and Rusling consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Howe and Rusling

Quarter filed Position value Share count Share price at filing
2024-09-30 $213k 2.6k 80.78
2024-03-31 $173k 2.6k 65.65
2023-12-31 $171k 2.7k 63.33
2022-12-31 $89k 1.3k 70.50
2022-09-30 $94k 1.4k 65.51
2022-06-30 $39k 551 70.78
2019-09-30 $28k 430 65.12
2019-06-30 $26k 430 60.47
2019-03-31 $25k 430 58.14
2018-12-31 $23k 430 53.49
2018-09-30 $8.0k 145 55.17
2018-06-30 $25k 475 52.63
2016-09-30 $0 4 0.00
2016-06-30 $0 4 0.00
2016-03-31 $0 4 0.00
2015-12-31 $0 4 0.00
2015-09-30 $7.0k 154 45.45
2015-06-30 $6.0k 154 38.96
2015-03-31 $7.0k 154 45.45
2014-12-31 $7.0k 154 45.45
2014-09-30 $6.0k 154 38.96
2014-06-30 $0 4 0.00
2013-12-31 $1.0k 38 26.32
2013-06-30 $0 4 0.00