Utilities SPDR shares owned by Investment Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Investment Partners
from 13F filings
Historical chart of Investment Partners investment in Utilities SPDR
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All positions including Utilities SPDR held by Investment Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 39k | 87.21 |
| 2025-06-30 | $3.2M | 39k | 81.66 |
| 2025-03-31 | $3.1M | 39k | 78.85 |
| 2024-12-31 | $2.9M | 39k | 75.69 |
| 2024-09-30 | $3.1M | 39k | 80.78 |
| 2024-03-31 | $2.6M | 39k | 65.65 |
| 2023-12-31 | $2.5M | 40k | 63.33 |
| 2023-09-30 | $2.4M | 40k | 58.93 |
| 2023-06-30 | $2.6M | 40k | 65.44 |
| 2023-03-31 | $2.7M | 40k | 67.69 |
| 2022-12-31 | $2.8M | 40k | 70.50 |
| 2022-09-30 | $3.9M | 60k | 65.50 |
| 2022-06-30 | $2.8M | 40k | 70.14 |
| 2022-03-31 | $2.8M | 38k | 74.46 |
| 2021-12-31 | $2.7M | 38k | 71.59 |
| 2021-09-30 | $2.4M | 38k | 63.87 |
| 2021-06-30 | $2.3M | 37k | 63.22 |
| 2021-03-31 | $2.3M | 37k | 64.05 |
| 2020-12-31 | $2.3M | 37k | 62.70 |
| 2020-09-30 | $2.1M | 36k | 59.37 |
| 2020-06-30 | $2.0M | 36k | 56.43 |
| 2020-03-31 | $2.0M | 37k | 55.41 |
| 2019-12-31 | $2.2M | 34k | 64.61 |
| 2019-09-30 | $2.4M | 37k | 64.73 |
| 2019-06-30 | $2.2M | 37k | 59.63 |
| 2019-03-31 | $2.2M | 37k | 58.16 |
| 2018-12-31 | $2.0M | 37k | 52.93 |
| 2018-09-30 | $53k | 34k | 1.56 |
| 2018-06-30 | $1.8M | 34k | 51.97 |
| 2018-03-31 | $1.7M | 34k | 50.52 |
| 2017-12-31 | $1.8M | 34k | 52.68 |
| 2017-09-30 | $2.3M | 43k | 53.05 |
| 2017-06-30 | $2.2M | 43k | 51.95 |
| 2017-03-31 | $2.2M | 43k | 51.32 |
| 2016-12-31 | $2.1M | 43k | 48.57 |
| 2016-09-30 | $3.8M | 77k | 48.99 |
| 2016-06-30 | $3.1M | 59k | 52.48 |
| 2016-03-31 | $3.7M | 85k | 43.29 |
| 2015-12-31 | $2.6M | 59k | 43.27 |
| 2015-09-30 | $2.6M | 59k | 43.27 |
| 2015-06-30 | $2.5M | 59k | 41.45 |
| 2015-03-31 | $2.7M | 61k | 44.44 |
| 2014-12-31 | $2.9M | 61k | 47.21 |