Utilities SPDR shares owned by Newfound Research
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Newfound Research
from 13F filings
Historical chart of Newfound Research investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Newfound Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $394k | 6.0k | 65.56 |
| 2022-06-30 | $479k | 6.8k | 70.19 |
| 2022-03-31 | $721k | 9.7k | 74.50 |
| 2020-03-31 | $855k | 15k | 55.40 |
| 2019-12-31 | $3.6M | 56k | 64.62 |
| 2019-09-30 | $3.7M | 57k | 64.73 |
| 2019-06-30 | $3.6M | 60k | 59.64 |
| 2019-03-31 | $5.5M | 95k | 58.17 |
| 2018-12-31 | $5.7M | 108k | 52.92 |
| 2018-09-30 | $3.9M | 74k | 52.65 |
| 2017-12-31 | $2.5M | 48k | 52.67 |
| 2017-09-30 | $2.5M | 48k | 53.05 |
| 2017-06-30 | $2.5M | 48k | 51.96 |
| 2017-03-31 | $2.0M | 38k | 51.32 |
| 2016-09-30 | $0 | 28k | 0.00 |
| 2016-06-30 | $2.2M | 41k | 52.46 |
| 2016-03-31 | $3.2M | 65k | 49.62 |