Utilities SPDR shares owned by Novare Capital Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Novare Capital Management
from 13F filings
Historical chart of Novare Capital Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Novare Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $657k | 7.5k | 87.21 |
| 2025-06-30 | $330k | 4.0k | 81.66 |
| 2025-03-31 | $306k | 3.9k | 78.85 |
| 2024-12-31 | $266k | 3.5k | 75.69 |
| 2024-09-30 | $284k | 3.5k | 80.78 |
| 2024-06-30 | $241k | 3.5k | 68.14 |
| 2024-03-31 | $265k | 4.0k | 65.65 |
| 2023-12-31 | $379k | 6.0k | 63.33 |
| 2023-09-30 | $237k | 4.0k | 58.93 |
| 2023-06-30 | $612k | 9.3k | 65.44 |
| 2023-03-31 | $514k | 7.6k | 67.69 |
| 2022-12-31 | $984k | 14k | 70.50 |
| 2016-06-30 | $3.4M | 65k | 52.48 |
| 2016-03-31 | $2.7M | 55k | 49.62 |