Utilities SPDR shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $290k | 3.3k | 87.21 |
| 2025-06-30 | $270k | 3.3k | 81.66 |
| 2025-03-31 | $259k | 3.3k | 78.84 |
| 2024-12-31 | $248k | 3.3k | 75.68 |
| 2016-12-31 | $21k | 439 | 47.84 |
| 2016-09-30 | $22k | 439 | 50.11 |
| 2016-06-30 | $34k | 644 | 52.80 |
| 2016-03-31 | $32k | 644 | 49.69 |
| 2015-12-31 | $28k | 644 | 43.48 |
| 2015-09-30 | $19k | 439 | 43.28 |
| 2015-06-30 | $6.0k | 150 | 40.00 |
| 2015-03-31 | $7.0k | 150 | 46.67 |