Utilities SPDR shares owned by Mcdaniel Terry & Co
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Mcdaniel Terry & Co
from 13F filings
Historical chart of Mcdaniel Terry & Co investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Mcdaniel Terry & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $501k | 5.7k | 87.21 |
| 2025-06-30 | $469k | 5.7k | 81.66 |
| 2025-03-31 | $453k | 5.7k | 78.86 |
| 2024-12-31 | $612k | 8.1k | 75.67 |
| 2024-09-30 | $657k | 8.1k | 80.78 |
| 2024-06-30 | $551k | 8.1k | 68.13 |
| 2024-03-31 | $531k | 8.1k | 65.65 |
| 2023-09-30 | $416k | 7.1k | 58.92 |
| 2023-06-30 | $462k | 7.1k | 65.44 |
| 2023-03-31 | $337k | 5.0k | 67.66 |
| 2022-12-31 | $238k | 3.4k | 70.56 |
| 2022-03-31 | $385k | 5.2k | 74.41 |
| 2020-03-31 | $219k | 4.0k | 55.39 |
| 2019-12-31 | $256k | 4.0k | 64.74 |
| 2019-09-30 | $256k | 4.0k | 64.74 |