Utilities SPDR shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Optimum Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $132k | 1.6k | 80.78 |
| 2024-06-30 | $112k | 1.6k | 68.14 |
| 2024-03-31 | $108k | 1.6k | 65.65 |
| 2023-12-31 | $110k | 1.7k | 63.33 |
| 2023-09-30 | $106k | 1.8k | 58.93 |
| 2023-06-30 | $118k | 1.8k | 65.44 |
| 2023-03-31 | $190k | 2.8k | 67.69 |
| 2022-12-31 | $127k | 1.8k | 70.50 |
| 2022-09-30 | $183k | 2.8k | 65.36 |
| 2022-06-30 | $203k | 2.9k | 70.00 |
| 2022-03-31 | $216k | 2.9k | 74.48 |
| 2021-12-31 | $200k | 2.8k | 71.53 |
| 2021-09-30 | $211k | 3.3k | 64.00 |
| 2021-06-30 | $249k | 3.9k | 63.28 |
| 2021-03-31 | $251k | 3.9k | 63.98 |
| 2020-12-31 | $277k | 4.4k | 62.80 |
| 2020-09-30 | $291k | 4.9k | 59.46 |
| 2020-06-30 | $292k | 5.2k | 56.40 |
| 2020-03-31 | $296k | 5.3k | 55.46 |
| 2019-12-31 | $279k | 4.3k | 64.63 |
| 2019-09-30 | $279k | 4.3k | 64.73 |
| 2019-06-30 | $257k | 4.3k | 59.74 |
| 2019-03-31 | $240k | 4.1k | 58.28 |
| 2018-12-31 | $218k | 4.1k | 53.04 |
| 2018-09-30 | $216k | 4.1k | 52.66 |
| 2018-06-30 | $337k | 6.5k | 51.90 |
| 2018-03-31 | $390k | 7.7k | 50.52 |
| 2017-12-31 | $427k | 8.1k | 52.63 |
| 2017-09-30 | $430k | 8.1k | 53.06 |
| 2017-06-30 | $421k | 8.1k | 51.99 |
| 2017-03-31 | $415k | 8.1k | 51.30 |
| 2016-12-31 | $385k | 7.9k | 48.53 |
| 2016-09-30 | $365k | 7.4k | 49.03 |
| 2016-06-30 | $390k | 7.4k | 52.44 |
| 2016-03-31 | $369k | 7.4k | 49.66 |
| 2015-12-31 | $326k | 7.5k | 43.33 |
| 2015-09-30 | $351k | 8.1k | 43.26 |
| 2015-03-31 | $360k | 8.1k | 44.46 |
| 2014-12-31 | $590k | 19k | 30.69 |
| 2014-09-30 | $554k | 13k | 43.67 |
| 2014-06-30 | $288k | 6.9k | 41.53 |
| 2014-03-31 | $288k | 6.9k | 41.53 |
| 2013-12-31 | $229k | 6.0k | 37.95 |
| 2013-09-30 | $226k | 6.0k | 37.45 |
| 2011-12-31 | $287k | 8.0k | 36.01 |
More positions owned by Optimum Investment Advisors
View all positions for Optimum Investment Advisors