Utilities SPDR shares owned by Investment House
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Investment House
from 13F filings
Historical chart of Investment House investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Investment House
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $951k | 11k | 87.21 |
| 2025-06-30 | $890k | 11k | 81.66 |
| 2025-03-31 | $844k | 11k | 78.85 |
| 2024-12-31 | $810k | 11k | 75.69 |
| 2024-09-30 | $864k | 11k | 80.78 |
| 2024-06-30 | $739k | 11k | 68.14 |
| 2024-03-31 | $673k | 10k | 65.65 |
| 2023-12-31 | $618k | 9.8k | 63.33 |
| 2023-09-30 | $754k | 13k | 58.93 |
| 2023-06-30 | $851k | 13k | 65.44 |
| 2023-03-31 | $677k | 10k | 67.69 |
| 2022-12-31 | $494k | 7.0k | 70.50 |
| 2022-09-30 | $405k | 6.2k | 65.59 |
| 2016-09-30 | $539k | 11k | 49.00 |
| 2016-06-30 | $577k | 11k | 52.45 |
| 2016-03-31 | $546k | 11k | 49.64 |
| 2015-12-31 | $476k | 11k | 43.27 |