Utilities SPDR shares owned by Okabena Investment Services
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Okabena Investment Services
from 13F filings
Historical chart of Okabena Investment Services investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Okabena Investment Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Utilities SPDR by Okabena Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $497k | 5.7k | 87.21 |
| 2025-06-30 | $456k | 5.6k | 81.66 |
| 2025-03-31 | $429k | 5.4k | 78.85 |
| 2024-12-31 | $409k | 5.4k | 75.69 |
| 2024-09-30 | $404k | 5.0k | 80.78 |
| 2024-06-30 | $340k | 5.0k | 68.14 |
| 2024-03-31 | $328k | 5.0k | 65.65 |
| 2023-12-31 | $316k | 5.0k | 63.33 |
More positions owned by Okabena Investment Services
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