Utilities SPDR shares owned by Legacy Private Trust
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in Utilities SPDR
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All positions including Utilities SPDR held by Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.5M | 63k | 87.21 |
| 2025-06-30 | $5.2M | 63k | 81.66 |
| 2025-03-31 | $4.4M | 55k | 78.85 |
| 2024-12-31 | $4.1M | 54k | 75.69 |
| 2024-09-30 | $4.1M | 51k | 80.78 |
| 2024-06-30 | $3.5M | 51k | 68.14 |
| 2024-03-31 | $2.9M | 44k | 65.65 |
| 2023-12-31 | $3.2M | 50k | 63.33 |
| 2023-09-30 | $2.0M | 34k | 58.93 |
| 2023-06-30 | $3.6M | 55k | 65.44 |
| 2023-03-31 | $3.7M | 55k | 67.69 |
| 2022-12-31 | $2.5M | 35k | 70.50 |
| 2022-09-30 | $613k | 9.4k | 65.55 |
| 2017-03-31 | $352k | 6.9k | 51.35 |