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Utilities SPDR shares owned by Richard Bernstein Advisors

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

Historical chart of Richard Bernstein Advisors investment in Utilities SPDR

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

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Quarterly reported holdings in Utilities SPDR by Richard Bernstein Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $6.3k 107 59.14
2023-06-30 $68M 1.0M 65.44
2023-03-31 $69M 1.0M 67.69
2022-12-31 $69M 972k 70.50
2022-09-30 $63M 963k 65.51
2022-06-30 $66M 935k 70.13
2022-03-31 $44M 593k 74.11
2021-12-31 $2.0k 25 80.00
2021-09-30 $1.0k 25 40.00
2021-06-30 $1.0k 25 40.00
2021-03-31 $1.0k 25 40.00
2020-12-31 $22M 346k 62.70
2020-09-30 $19M 325k 59.38
2020-06-30 $16M 291k 56.43
2020-03-31 $50M 909k 55.41
2019-12-31 $57M 876k 64.69
2019-09-30 $57M 880k 64.74
2019-06-30 $53M 894k 59.63