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Utilities SPDR shares owned by Rice Partnership

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

Historical chart of Rice Partnership investment in Utilities SPDR

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

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Quarterly reported holdings in Utilities SPDR by Rice Partnership

Quarter filed Position value Share count Share price at filing
2025-12-31 $17k 400 42.69
2021-12-31 $6.0k 78 76.92
2020-12-31 $6.0k 100 60.00