Utilities SPDR shares owned by Samalin Investment Counsel
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Samalin Investment Counsel
from 13F filings
Historical chart of Samalin Investment Counsel investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Samalin Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $827k | 13k | 65.65 |
| 2023-09-30 | $745k | 13k | 58.93 |
| 2023-06-30 | $1.1M | 17k | 65.44 |
| 2023-03-31 | $956k | 14k | 67.69 |
| 2022-12-31 | $1.0M | 14k | 70.50 |
| 2022-09-30 | $930k | 14k | 65.50 |
| 2022-06-30 | $996k | 14k | 70.14 |
| 2022-03-31 | $1.1M | 14k | 74.45 |
| 2021-12-31 | $1.0M | 15k | 71.60 |
| 2021-09-30 | $979k | 15k | 63.86 |
| 2021-06-30 | $981k | 16k | 63.25 |
| 2021-03-31 | $983k | 15k | 64.01 |
| 2020-12-31 | $1.0M | 16k | 62.70 |
| 2020-09-30 | $918k | 16k | 59.38 |
| 2020-06-30 | $868k | 15k | 56.39 |
| 2020-03-31 | $852k | 15k | 55.40 |
| 2019-12-31 | $1.1M | 17k | 64.61 |
More positions owned by Samalin Investment Counsel
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