Utilities SPDR shares owned by Successful Portfolios
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Successful Portfolios
from 13F filings
Historical chart of Successful Portfolios investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Successful Portfolios
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $342k | 3.9k | 87.21 |
| 2025-06-30 | $339k | 4.2k | 81.66 |
| 2025-03-31 | $328k | 4.2k | 78.85 |
| 2024-12-31 | $315k | 4.2k | 75.69 |
| 2024-09-30 | $336k | 4.2k | 80.78 |
| 2024-06-30 | $274k | 4.0k | 68.14 |
| 2024-03-31 | $290k | 4.4k | 65.65 |
| 2023-12-31 | $287k | 4.5k | 63.33 |
| 2023-09-30 | $244k | 4.1k | 58.93 |
| 2023-06-30 | $267k | 4.1k | 65.44 |
| 2023-03-31 | $353k | 5.2k | 67.69 |
| 2022-12-31 | $437k | 6.2k | 70.43 |
| 2022-09-30 | $406k | 6.2k | 65.59 |
| 2022-06-30 | $434k | 6.2k | 70.11 |
| 2022-03-31 | $455k | 6.1k | 74.41 |
| 2021-12-31 | $439k | 6.1k | 71.62 |
| 2021-09-30 | $394k | 6.2k | 63.96 |
| 2021-06-30 | $393k | 6.2k | 63.29 |
| 2021-03-31 | $398k | 6.2k | 64.09 |
| 2020-12-31 | $389k | 6.2k | 62.64 |
| 2020-09-30 | $345k | 5.8k | 59.38 |
| 2020-06-30 | $325k | 5.8k | 56.42 |
| 2020-03-31 | $333k | 6.0k | 55.36 |
| 2019-12-31 | $338k | 5.2k | 64.70 |
| 2019-09-30 | $338k | 5.2k | 64.70 |
| 2019-06-30 | $309k | 5.2k | 59.72 |
| 2019-03-31 | $301k | 5.2k | 58.18 |
| 2018-12-31 | $274k | 5.2k | 52.96 |
| 2018-09-30 | $272k | 5.2k | 52.67 |
| 2018-06-30 | $268k | 5.2k | 51.90 |
| 2018-03-31 | $259k | 5.1k | 50.62 |
| 2017-12-31 | $260k | 4.9k | 52.77 |
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