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Utilities SPDR shares owned by Oak Harvest Investment Services

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Oak Harvest Investment Services from 13F filings

Historical chart of Oak Harvest Investment Services investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Oak Harvest Investment Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Oak Harvest Investment Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.5M 80k 80.78
2024-06-30 $8.4M 124k 68.14
2024-03-31 $8.4M 128k 65.65
2023-12-31 $8.3M 131k 63.33
2023-09-30 $7.9M 134k 58.93