Utilities SPDR shares owned by Joseph P. Lucia & Associates
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Joseph P. Lucia & Associates
from 13F filings
Historical chart of Joseph P. Lucia & Associates investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Joseph P. Lucia & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Joseph P. Lucia & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 18k | 87.21 |
| 2025-06-30 | $1.0M | 13k | 81.66 |
| 2025-03-31 | $936k | 12k | 78.85 |
| 2024-12-31 | $893k | 12k | 75.69 |
| 2024-09-30 | $661k | 8.2k | 80.78 |
| 2023-09-30 | $208k | 3.5k | 58.93 |
| 2023-06-30 | $231k | 3.5k | 65.44 |
| 2023-03-31 | $274k | 4.1k | 67.69 |
| 2022-12-31 | $310k | 4.4k | 70.50 |
| 2022-09-30 | $313k | 4.8k | 65.58 |
| 2022-06-30 | $320k | 4.6k | 70.04 |
| 2022-03-31 | $331k | 4.4k | 74.57 |
| 2021-12-31 | $386k | 5.4k | 71.63 |
| 2021-09-30 | $371k | 5.8k | 63.92 |
| 2021-06-30 | $450k | 7.1k | 63.20 |
| 2021-03-31 | $522k | 8.1k | 64.09 |
| 2020-12-31 | $624k | 10k | 62.67 |
| 2020-09-30 | $778k | 13k | 59.35 |
| 2020-06-30 | $804k | 14k | 56.41 |
| 2020-03-31 | $792k | 14k | 55.42 |
| 2019-12-31 | $815k | 13k | 64.62 |
| 2019-09-30 | $766k | 12k | 64.72 |
| 2019-06-30 | $596k | 10k | 59.64 |
| 2019-03-31 | $3.8M | 218k | 17.33 |
More positions owned by Joseph P. Lucia & Associates
View all positions for Joseph P. Lucia & Associates