Utilities SPDR shares owned by Lumbard Investment Counseling
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Lumbard Investment Counseling
from 13F filings
Historical chart of Lumbard Investment Counseling investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Lumbard Investment Counseling
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $556k | 6.4k | 87.21 |
| 2025-06-30 | $391k | 4.8k | 81.66 |
| 2021-09-30 | $564k | 8.8k | 63.85 |
| 2021-06-30 | $567k | 9.0k | 63.28 |
| 2021-03-31 | $577k | 9.0k | 64.08 |
| 2020-12-31 | $441k | 7.0k | 62.69 |
More positions owned by Lumbard Investment Counseling
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