Utilities SPDR shares owned by Phoenix Holdings
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Phoenix Holdings
from 13F filings
Historical chart of Phoenix Holdings investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Phoenix Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 342k | 87.21 |
| 2025-06-30 | $45M | 556k | 81.66 |
| 2025-03-31 | $4.2M | 53k | 78.85 |
| 2024-12-31 | $25M | 335k | 75.69 |
| 2024-09-30 | $27M | 336k | 80.78 |
| 2024-06-30 | $66M | 970k | 68.14 |
| 2024-03-31 | $77M | 1.2M | 65.67 |
| 2023-12-31 | $477k | 7.5k | 63.33 |
| 2023-06-30 | $2.3M | 35k | 65.44 |
| 2023-03-31 | $4.7M | 70k | 67.69 |
| 2022-12-31 | $5.7M | 81k | 70.50 |
| 2022-09-30 | $7.6M | 116k | 65.68 |
| 2022-06-30 | $9.2M | 132k | 70.13 |
| 2022-03-31 | $3.1M | 42k | 74.45 |
| 2020-03-31 | $5.6M | 104k | 54.12 |
| 2019-09-30 | $2.1M | 35k | 61.60 |