Utilities SPDR shares owned by Northern Oak Capital Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Northern Oak Capital Management
from 13F filings
Historical chart of Northern Oak Capital Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Northern Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $249k | 2.9k | 87.21 |
| 2025-06-30 | $233k | 2.9k | 81.66 |
| 2025-03-31 | $231k | 2.9k | 78.85 |
| 2024-12-31 | $378k | 5.0k | 75.69 |
| 2024-09-30 | $404k | 5.0k | 80.78 |
| 2024-06-30 | $546k | 8.0k | 68.14 |
| 2024-03-31 | $561k | 8.6k | 65.65 |
| 2023-12-31 | $741k | 12k | 63.33 |
| 2023-09-30 | $700k | 12k | 58.93 |
| 2023-06-30 | $893k | 14k | 65.44 |
| 2023-03-31 | $1.1M | 17k | 67.69 |
| 2022-12-31 | $1.3M | 18k | 70.50 |
| 2022-09-30 | $1.3M | 20k | 65.49 |
| 2022-06-30 | $2.2M | 32k | 70.12 |
| 2022-03-31 | $2.8M | 37k | 74.47 |
| 2021-12-31 | $2.6M | 37k | 71.59 |
| 2021-09-30 | $2.3M | 36k | 63.88 |
| 2021-06-30 | $2.1M | 33k | 63.23 |
| 2021-03-31 | $2.0M | 31k | 64.03 |
| 2020-12-31 | $1.7M | 28k | 62.69 |
| 2020-09-30 | $1.4M | 24k | 59.39 |
| 2020-06-30 | $1.2M | 21k | 56.41 |
| 2020-03-31 | $731k | 13k | 55.45 |
| 2019-12-31 | $5.1M | 79k | 64.62 |
| 2019-09-30 | $5.8M | 90k | 64.74 |
| 2019-06-30 | $5.3M | 90k | 59.63 |
| 2019-03-31 | $5.2M | 90k | 58.17 |
| 2018-12-31 | $8.5M | 161k | 52.92 |
| 2018-09-30 | $17k | 315 | 53.97 |
| 2018-06-30 | $41k | 783 | 52.36 |
| 2018-03-31 | $47k | 923 | 50.92 |
| 2017-12-31 | $49k | 923 | 53.09 |
More positions owned by Northern Oak Capital Management
View all positions for Northern Oak Capital Management