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

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Quarterly reported holdings in Utilities SPDR by Phoenix Holdings

Quarter filed Position value Share count Share price at filing
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