Utilities SPDR shares owned by Rockingstone Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Rockingstone Advisors
from 13F filings
Historical chart of Rockingstone Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Rockingstone Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $333k | 3.8k | 87.21 |
| 2025-06-30 | $315k | 3.9k | 81.66 |
| 2025-03-31 | $328k | 4.2k | 78.85 |
| 2024-12-31 | $315k | 4.2k | 75.69 |
| 2024-09-30 | $490k | 6.1k | 80.78 |
| 2024-06-30 | $525k | 7.7k | 68.14 |
| 2024-03-31 | $511k | 7.8k | 65.65 |
| 2023-12-31 | $491k | 7.8k | 63.33 |
| 2023-09-30 | $462k | 7.8k | 58.93 |
| 2023-06-30 | $519k | 7.9k | 65.44 |
| 2023-03-31 | $554k | 8.2k | 67.69 |
| 2022-12-31 | $505k | 7.2k | 70.50 |