Utilities SPDR shares owned by Patton Albertson & Miller
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Patton Albertson & Miller
from 13F filings
Historical chart of Patton Albertson & Miller investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Patton Albertson & Miller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $754k | 16k | 45.89 |
| 2025-12-31 | $684k | 16k | 42.69 |
| 2025-09-30 | $704k | 8.1k | 87.21 |
| 2025-06-30 | $795k | 9.7k | 81.66 |
| 2025-03-31 | $732k | 9.3k | 78.85 |
| 2024-12-31 | $703k | 9.3k | 75.69 |
| 2024-09-30 | $750k | 9.3k | 80.78 |
| 2024-06-30 | $647k | 9.5k | 68.14 |
| 2024-03-31 | $634k | 9.7k | 65.65 |
| 2023-12-31 | $640k | 10k | 63.33 |
| 2023-09-30 | $601k | 10k | 58.93 |
| 2023-06-30 | $667k | 10k | 65.44 |
| 2023-03-31 | $792k | 12k | 67.69 |
| 2022-12-31 | $814k | 12k | 70.50 |
| 2022-09-30 | $781k | 12k | 65.50 |
| 2022-06-30 | $732k | 10k | 70.18 |
| 2022-03-31 | $777k | 10k | 74.49 |
| 2021-12-31 | $573k | 8.0k | 71.52 |
| 2021-09-30 | $441k | 6.9k | 63.89 |
| 2011-03-31 | $248k | 7.8k | 31.90 |
| 2010-12-31 | $276k | 8.8k | 31.38 |