Shaker Investments »

Utilities SPDR shares owned by Shaker Investments

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Shaker Investments from 13F filings

Historical chart of Shaker Investments investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Shaker Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Utilities SPDR by Shaker Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.2M 75k 42.69
2025-09-30 $3.3M 38k 87.21
2025-06-30 $3.1M 38k 81.66