Utilities SPDR shares owned by Roundview Capital
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital investment in Utilities SPDR
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All positions including Utilities SPDR held by Roundview Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Roundview Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 52k | 87.21 |
| 2025-06-30 | $4.2M | 52k | 81.66 |
| 2025-03-31 | $4.1M | 52k | 78.85 |
| 2024-12-31 | $3.9M | 52k | 75.69 |
| 2024-09-30 | $4.1M | 51k | 80.78 |
| 2024-06-30 | $3.4M | 51k | 68.14 |
| 2024-03-31 | $3.4M | 52k | 65.65 |
| 2023-12-31 | $3.3M | 52k | 63.33 |
| 2023-09-30 | $3.7M | 62k | 58.93 |
| 2023-06-30 | $4.2M | 64k | 65.44 |
| 2023-03-31 | $4.3M | 64k | 67.69 |
| 2022-12-31 | $4.5M | 63k | 70.50 |
| 2022-09-30 | $4.1M | 63k | 65.51 |
| 2022-06-30 | $5.2M | 74k | 70.12 |
| 2022-03-31 | $5.6M | 75k | 74.46 |
| 2021-12-31 | $5.3M | 74k | 71.58 |
| 2021-09-30 | $4.6M | 71k | 63.88 |
| 2021-06-30 | $4.4M | 70k | 63.23 |
| 2021-03-31 | $4.3M | 68k | 64.04 |
| 2020-12-31 | $4.3M | 69k | 62.70 |
| 2020-09-30 | $4.1M | 69k | 59.39 |
| 2020-06-30 | $4.1M | 72k | 56.43 |
| 2020-03-31 | $3.7M | 67k | 55.40 |
| 2019-12-31 | $4.0M | 62k | 64.62 |
| 2019-09-30 | $3.7M | 58k | 64.75 |
| 2019-06-30 | $3.3M | 56k | 59.64 |
| 2019-03-31 | $3.2M | 55k | 58.17 |
| 2018-12-31 | $2.3M | 43k | 52.93 |
| 2018-09-30 | $2.2M | 42k | 52.64 |
| 2018-06-30 | $2.1M | 40k | 51.95 |
| 2018-03-31 | $1.9M | 39k | 50.54 |
| 2017-12-31 | $2.0M | 38k | 52.68 |
| 2017-09-30 | $2.0M | 38k | 53.05 |
| 2017-06-30 | $2.0M | 38k | 51.96 |
| 2017-03-31 | $1.9M | 37k | 51.30 |
| 2016-12-31 | $1.6M | 33k | 48.56 |
| 2016-09-30 | $1.3M | 27k | 48.97 |
| 2016-06-30 | $1.5M | 28k | 52.45 |
| 2016-03-31 | $1.4M | 28k | 49.61 |