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Utilities SPDR shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Utilities SPDR

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All positions including Utilities SPDR held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2025-12-31 $20M 461k 42.69
2025-09-30 $20M 233k 87.21
2025-06-30 $19M 235k 81.66
2025-03-31 $38M 475k 78.85
2024-12-31 $18M 242k 75.68
2024-09-30 $19M 239k 80.78
2024-06-30 $16M 239k 68.16
2024-03-31 $19M 284k 65.65
2023-12-31 $19M 295k 63.33