Utilities SPDR shares owned by KCM Investment Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by KCM Investment Advisors
from 13F filings
Historical chart of KCM Investment Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by KCM Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $8.3M | 141k | 58.93 |
| 2023-06-30 | $8.1M | 123k | 65.44 |
| 2023-03-31 | $7.5M | 111k | 67.69 |
| 2022-12-31 | $7.4M | 105k | 70.50 |
| 2022-09-30 | $6.4M | 97k | 65.51 |
| 2022-06-30 | $4.8M | 69k | 70.13 |
| 2022-03-31 | $2.7M | 37k | 74.46 |
| 2021-12-31 | $2.8M | 40k | 71.59 |
| 2021-09-30 | $3.3M | 52k | 63.87 |
| 2021-06-30 | $2.8M | 45k | 63.24 |
| 2021-03-31 | $2.9M | 45k | 64.04 |
| 2020-12-31 | $3.5M | 57k | 62.71 |
| 2020-09-30 | $3.4M | 57k | 59.37 |
| 2020-06-30 | $3.2M | 58k | 56.44 |
| 2020-03-31 | $3.2M | 58k | 55.40 |
| 2019-12-31 | $9.5M | 147k | 64.62 |
| 2019-09-30 | $9.0M | 139k | 64.74 |
| 2019-06-30 | $7.7M | 129k | 59.63 |
| 2019-03-31 | $5.7M | 98k | 58.17 |
| 2018-12-31 | $2.7M | 51k | 52.92 |
| 2018-09-30 | $1.9M | 37k | 52.64 |
| 2018-06-30 | $1.4M | 27k | 51.94 |
| 2018-03-31 | $3.9M | 78k | 50.54 |
| 2017-12-31 | $4.2M | 80k | 52.68 |
| 2017-09-30 | $3.3M | 63k | 53.05 |
| 2017-06-30 | $2.7M | 53k | 51.97 |
| 2017-03-31 | $1.6M | 31k | 51.32 |
| 2016-12-31 | $976k | 20k | 48.58 |
| 2016-09-30 | $989k | 20k | 49.01 |
| 2016-06-30 | $1.1M | 22k | 52.47 |
| 2016-03-31 | $1.1M | 22k | 49.62 |
| 2015-12-31 | $947k | 22k | 43.27 |
| 2015-09-30 | $806k | 19k | 43.29 |
| 2015-06-30 | $768k | 19k | 41.46 |
| 2015-03-31 | $1.2M | 27k | 44.42 |
| 2014-12-31 | $1.2M | 26k | 47.22 |
| 2014-09-30 | $833k | 20k | 42.11 |
| 2014-06-30 | $811k | 18k | 44.28 |
| 2014-03-31 | $752k | 18k | 41.48 |
| 2013-12-31 | $437k | 12k | 37.95 |
| 2013-09-30 | $549k | 15k | 37.38 |
| 2013-06-30 | $435k | 12k | 37.66 |
| 2013-03-31 | $2.0M | 52k | 39.10 |
| 2012-12-31 | $1.7M | 50k | 34.93 |
| 2012-06-30 | $1.3M | 36k | 36.98 |
| 2012-03-31 | $1.3M | 36k | 35.05 |
| 2011-12-31 | $1.1M | 30k | 35.99 |
| 2011-09-30 | $1.0M | 30k | 33.64 |
| 2011-06-30 | $524k | 16k | 33.51 |
| 2011-03-31 | $504k | 16k | 31.88 |
| 2010-12-31 | $507k | 16k | 31.32 |
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