Utilities SPDR shares owned by Stamos Capital Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Stamos Capital Partners
from 13F filings
Historical chart of Stamos Capital Partners investment in Utilities SPDR
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All positions including Utilities SPDR held by Stamos Capital Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Stamos Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 13k | 80.78 |
| 2024-06-30 | $1.2M | 17k | 68.14 |
| 2024-03-31 | $1.3M | 19k | 65.65 |
| 2023-12-31 | $1.3M | 20k | 63.33 |
| 2023-09-30 | $1.3M | 23k | 58.93 |
| 2023-06-30 | $1.5M | 23k | 65.44 |
| 2023-03-31 | $974k | 14k | 67.69 |
| 2022-12-31 | $1.0M | 14k | 70.50 |
| 2022-09-30 | $1.4M | 22k | 65.50 |
| 2022-06-30 | $1.9M | 27k | 70.15 |
| 2022-03-31 | $2.1M | 28k | 74.45 |
| 2021-12-31 | $2.0M | 28k | 71.60 |
| 2021-09-30 | $2.9M | 46k | 63.88 |
| 2021-06-30 | $3.1M | 50k | 63.24 |
| 2021-03-31 | $1.6M | 24k | 64.06 |
| 2020-12-31 | $1.5M | 24k | 62.70 |
| 2020-09-30 | $208k | 3.5k | 59.43 |