Utilities SPDR shares owned by Pathstone Family Office
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Pathstone Family Office
from 13F filings
Historical chart of Pathstone Family Office investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Pathstone Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $18M | 305k | 58.93 |
| 2021-06-30 | $1.8M | 29k | 63.22 |
| 2021-03-31 | $2.0M | 31k | 64.03 |
| 2020-12-31 | $1.9M | 30k | 62.71 |
| 2020-09-30 | $1.8M | 30k | 59.34 |
| 2020-06-30 | $1.6M | 29k | 56.47 |
| 2020-03-31 | $1.6M | 29k | 55.42 |
| 2019-12-31 | $18M | 29k | 646.24 |
| 2019-09-30 | $1.8M | 28k | 64.72 |
| 2019-06-30 | $1.7M | 29k | 59.63 |
| 2019-03-31 | $1.7M | 29k | 58.14 |
| 2018-12-31 | $416k | 7.9k | 52.85 |
| 2018-09-30 | $412k | 7.8k | 52.61 |
| 2018-06-30 | $405k | 7.8k | 51.98 |
| 2018-03-31 | $392k | 7.8k | 50.55 |
| 2017-09-30 | $408k | 7.7k | 53.12 |
| 2017-06-30 | $398k | 7.6k | 52.05 |
| 2017-03-31 | $84k | 1.6k | 51.06 |