Utilities SPDR shares owned by Sage Capital Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Sage Capital Advisors
from 13F filings
Historical chart of Sage Capital Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Sage Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.6M | 60k | 42.69 |
| 2025-09-30 | $2.6M | 30k | 87.21 |
| 2025-06-30 | $2.5M | 30k | 81.66 |
| 2025-03-31 | $2.4M | 31k | 78.85 |
| 2024-12-31 | $2.3M | 30k | 75.69 |
| 2024-09-30 | $2.4M | 30k | 80.78 |
| 2024-06-30 | $2.0M | 29k | 68.14 |
| 2024-03-31 | $1.9M | 29k | 65.65 |
| 2023-12-31 | $1.8M | 29k | 63.33 |
| 2023-09-30 | $1.7M | 30k | 58.93 |
| 2023-06-30 | $1.9M | 30k | 65.44 |
| 2023-03-31 | $2.0M | 29k | 67.69 |
| 2022-12-31 | $2.1M | 29k | 70.50 |
| 2022-09-30 | $966k | 15k | 65.54 |
| 2022-06-30 | $1.2M | 17k | 70.12 |
| 2022-03-31 | $1.1M | 15k | 76.94 |
| 2021-12-31 | $1.2M | 17k | 68.87 |
| 2021-09-30 | $935k | 15k | 63.87 |
| 2021-06-30 | $943k | 15k | 64.80 |
| 2021-03-31 | $1.1M | 17k | 64.04 |
| 2020-12-31 | $1.1M | 17k | 63.23 |
| 2020-09-30 | $851k | 14k | 59.39 |
| 2020-06-30 | $815k | 14k | 56.46 |
| 2020-03-31 | $795k | 14k | 55.44 |
| 2019-12-31 | $1.0M | 16k | 64.59 |
| 2019-09-30 | $906k | 14k | 64.71 |
| 2019-06-30 | $822k | 13k | 61.27 |
| 2019-03-31 | $808k | 14k | 58.16 |
| 2018-12-31 | $740k | 14k | 52.93 |
| 2018-09-30 | $728k | 14k | 52.67 |
| 2018-06-30 | $705k | 14k | 51.98 |
| 2018-03-31 | $681k | 14k | 50.55 |
| 2017-12-31 | $706k | 13k | 52.70 |
| 2017-09-30 | $705k | 13k | 53.04 |