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Utilities SPDR shares owned by Lee Capital Management

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Lee Capital Management from 13F filings

Historical chart of Lee Capital Management investment in Utilities SPDR

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All positions including Utilities SPDR held by Lee Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Lee Capital Management

Quarter filed Position value Share count Share price at filing
2018-03-31 $741k 15k 50.54
2017-12-31 $772k 15k 52.65
2017-09-30 $965k 18k 53.05
2017-06-30 $891k 17k 51.97
2017-03-31 $871k 17k 51.28
2016-12-31 $825k 17k 48.58