Utilities SPDR shares owned by L.m. Kohn & Company
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by L.m. Kohn & Company
from 13F filings
Historical chart of L.m. Kohn & Company investment in Utilities SPDR
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All positions including Utilities SPDR held by L.m. Kohn & Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by L.m. Kohn & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 19k | 80.78 |
| 2024-06-30 | $1.5M | 21k | 68.14 |
| 2024-03-31 | $790k | 12k | 65.65 |
| 2023-12-31 | $1.1M | 17k | 63.33 |
| 2023-09-30 | $737k | 13k | 58.93 |
| 2023-06-30 | $752k | 12k | 65.44 |
| 2023-03-31 | $778k | 12k | 67.69 |
| 2022-12-31 | $869k | 12k | 70.50 |
| 2022-09-30 | $778k | 12k | 65.52 |
| 2022-06-30 | $838k | 12k | 70.19 |
| 2022-03-31 | $845k | 11k | 74.52 |