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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Quarterly reported holdings in Utilities SPDR by Howe and Rusling
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14k | 160 | 87.21 |
| 2025-06-30 | $121k | 1.5k | 81.66 |
| 2025-03-31 | $221k | 2.8k | 78.85 |
| 2024-12-31 | $228k | 3.0k | 75.69 |
| 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 |