Utilities SPDR shares owned by Sequent Asset Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Sequent Asset Management
from 13F filings
Historical chart of Sequent Asset Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Sequent Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $348k | 4.6k | 75.69 |
| 2024-09-30 | $371k | 4.6k | 80.78 |
| 2024-06-30 | $266k | 3.9k | 68.14 |
| 2015-12-31 | $246k | 5.7k | 43.25 |
| 2015-09-30 | $246k | 5.7k | 43.25 |
| 2015-06-30 | $244k | 5.9k | 41.44 |
| 2015-03-31 | $262k | 5.9k | 44.50 |
| 2014-12-31 | $328k | 7.0k | 47.14 |
| 2014-09-30 | $303k | 7.2k | 42.18 |
| 2014-06-30 | $315k | 7.1k | 44.22 |
| 2014-03-31 | $293k | 7.1k | 41.51 |