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Utilities SPDR shares owned by HoyleCohen

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

Historical chart of HoyleCohen investment in Utilities SPDR

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

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Quarterly reported holdings in Utilities SPDR by HoyleCohen

Quarter filed Position value Share count Share price at filing
2024-06-30 $336k 4.9k 68.14
2024-03-31 $332k 5.1k 65.65
2023-12-31 $310k 4.9k 63.33
2023-09-30 $266k 4.5k 58.93
2023-06-30 $276k 4.2k 65.44
2023-03-31 $292k 4.3k 67.69
2022-12-31 $345k 4.9k 70.50
2022-09-30 $276k 4.2k 65.60
2022-06-30 $284k 4.0k 70.16
2022-03-31 $360k 4.8k 74.41
2021-12-31 $293k 4.1k 71.67
2021-09-30 $261k 4.1k 63.85
2021-06-30 $258k 4.1k 63.11
2021-03-31 $262k 4.1k 64.09
2020-12-31 $256k 4.1k 62.62
2020-09-30 $294k 5.0k 59.33
2020-06-30 $280k 5.0k 56.51
2020-03-31 $289k 5.2k 55.32
2019-12-31 $385k 6.0k 64.55
2019-09-30 $406k 6.3k 64.74
2019-06-30 $367k 6.2k 59.67