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Utilities SPDR shares owned by Patten

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

Historical chart of Patten investment in Utilities SPDR

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

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Quarterly reported holdings in Utilities SPDR by Patten

Quarter filed Position value Share count Share price at filing
2024-09-30 $391k 4.8k 80.78
2024-06-30 $338k 5.0k 68.14
2024-03-31 $332k 5.1k 65.65
2023-12-31 $351k 5.5k 63.33
2023-09-30 $286k 4.9k 58.93
2023-06-30 $386k 5.9k 65.44
2023-03-31 $398k 5.9k 67.69
2022-12-31 $411k 5.8k 70.50
2022-09-30 $352k 5.5k 63.81
2022-06-30 $376k 5.4k 70.03
2022-03-31 $411k 5.5k 74.52
2021-12-31 $413k 5.8k 71.65
2021-09-30 $359k 5.6k 63.87
2021-06-30 $347k 5.5k 63.25
2021-03-31 $363k 5.7k 64.01
2020-12-31 $361k 5.8k 62.72
2020-09-30 $363k 6.1k 59.30
2020-06-30 $270k 4.8k 56.39
2020-03-31 $244k 4.4k 55.35
2019-12-31 $306k 4.7k 64.72
2019-09-30 $349k 5.4k 64.71
2019-06-30 $329k 5.5k 59.62
2019-03-31 $329k 5.6k 58.25
2018-12-31 $306k 5.8k 52.87
2018-09-30 $136k 2.6k 52.82
2018-06-30 $134k 2.6k 52.04
2018-03-31 $125k 2.5k 50.61
2017-12-31 $141k 2.7k 52.57
2017-09-30 $143k 336 425.60
2017-06-30 $149k 2.8k 53.89
2017-03-31 $74k 1.4k 51.21
2016-12-31 $68k 1.4k 48.23
2016-09-30 $70k 1.5k 47.94
2016-06-30 $81k 1.5k 52.47
2016-03-31 $85k 1.7k 49.63
2015-12-31 $76k 1.8k 43.29
2015-09-30 $90k 2.1k 43.30
2015-06-30 $48k 1.2k 41.46
2014-12-31 $50k 1.1k 46.95