Utilities SPDR shares owned by Kercheville Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Kercheville Advisors
from 13F filings
Historical chart of Kercheville Advisors investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Kercheville Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Utilities SPDR by Kercheville Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 25k | 87.21 |
| 2025-06-30 | $1.9M | 24k | 81.66 |
| 2025-03-31 | $1.7M | 22k | 78.85 |
| 2024-12-31 | $1.7M | 22k | 75.69 |
| 2024-09-30 | $1.8M | 23k | 80.78 |
| 2024-06-30 | $1.3M | 19k | 68.14 |
| 2022-12-31 | $853k | 12k | 70.50 |
| 2022-09-30 | $1.0M | 15k | 65.52 |
| 2022-06-30 | $1.2M | 17k | 70.12 |
| 2022-03-31 | $1.1M | 15k | 74.43 |