Utilities SPDR shares owned by O'rourke & Company
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by O'rourke & Company
from 13F filings
Historical chart of O'rourke & Company investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by O'rourke & Company consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by O'rourke & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $876k | 10k | 87.21 |
| 2025-06-30 | $793k | 9.7k | 81.66 |
| 2025-03-31 | $701k | 8.9k | 78.85 |
| 2024-12-31 | $644k | 8.5k | 75.71 |
| 2024-09-30 | $646k | 8.0k | 80.78 |
| 2024-06-30 | $454k | 6.7k | 68.21 |
| 2024-03-31 | $383k | 5.8k | 65.59 |
| 2023-12-31 | $282k | 4.5k | 63.33 |
| 2023-03-31 | $205k | 3.0k | 67.72 |
| 2022-12-31 | $213k | 3.0k | 70.58 |
| 2022-09-30 | $218k | 3.3k | 65.52 |
| 2022-03-31 | $201k | 2.7k | 74.31 |