Utilities SPDR shares owned by John G.Ullman & Associates
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by John G.Ullman & Associates
from 13F filings
Historical chart of John G.Ullman & Associates investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by John G.Ullman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $615k | 7.1k | 87.21 |
| 2025-06-30 | $576k | 7.1k | 81.66 |
| 2025-03-31 | $556k | 7.1k | 78.85 |
| 2024-12-31 | $534k | 7.1k | 75.69 |
| 2024-09-30 | $578k | 7.2k | 80.78 |
| 2024-06-30 | $461k | 6.8k | 68.14 |
| 2024-03-31 | $440k | 6.7k | 65.65 |
| 2023-12-31 | $431k | 6.8k | 63.33 |
| 2023-09-30 | $389k | 6.6k | 58.93 |
| 2023-06-30 | $497k | 7.6k | 65.44 |
| 2023-03-31 | $441k | 6.5k | 67.66 |
| 2022-12-31 | $451k | 6.4k | 70.47 |
| 2022-09-30 | $413k | 6.3k | 65.56 |
| 2022-06-30 | $470k | 6.7k | 70.15 |
| 2022-03-31 | $581k | 7.8k | 74.49 |
| 2021-12-31 | $565k | 7.9k | 71.52 |
| 2021-09-30 | $485k | 7.6k | 63.82 |
| 2021-06-30 | $506k | 8.0k | 63.25 |
| 2021-03-31 | $378k | 5.9k | 64.07 |
| 2020-12-31 | $439k | 7.0k | 62.71 |
| 2020-09-30 | $273k | 4.6k | 59.35 |
| 2020-06-30 | $214k | 3.8k | 56.32 |
| 2020-03-31 | $211k | 3.8k | 55.53 |
| 2019-12-31 | $297k | 4.6k | 64.57 |
| 2019-09-30 | $304k | 4.7k | 64.68 |
| 2019-06-30 | $280k | 4.7k | 59.57 |
| 2019-03-31 | $302k | 5.2k | 58.08 |
| 2017-12-31 | $527k | 10k | 52.70 |
| 2017-09-30 | $525k | 9.9k | 53.03 |
| 2017-06-30 | $514k | 9.9k | 51.92 |
| 2017-03-31 | $508k | 9.9k | 51.31 |
| 2016-12-31 | $481k | 9.9k | 48.59 |
| 2016-09-30 | $671k | 14k | 48.98 |
| 2016-06-30 | $719k | 14k | 52.48 |
| 2016-03-31 | $323k | 6.5k | 49.69 |
More positions owned by John G.Ullman & Associates
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