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Utilities SPDR shares owned by HPM Partners

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

Historical chart of HPM Partners investment in Utilities SPDR

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

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Quarterly reported holdings in Utilities SPDR by HPM Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 147k 87.21
2025-06-30 $11M 139k 81.66
2025-03-31 $8.9M 113k 78.85
2024-12-31 $8.3M 110k 75.77
2024-09-30 $8.4M 104k 80.78
2024-06-30 $4.5M 66k 68.14
2024-03-31 $4.1M 63k 65.65
2023-12-31 $6.8M 107k 63.33
2023-09-30 $1.4M 24k 58.93
2023-06-30 $2.2M 33k 65.45
2023-03-31 $2.6M 38k 67.68
2022-12-31 $2.9M 41k 70.50
2022-09-30 $521k 7.9k 65.56
2022-06-30 $511k 7.3k 70.13
2022-03-31 $498k 6.7k 74.55
2018-06-30 $531k 10k 51.96
2018-03-31 $552k 11k 50.53
2017-12-31 $573k 11k 52.69