Utilities SPDR shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.3M | 66k | 65.65 |
| 2023-12-31 | $20M | 323k | 63.33 |
| 2023-09-30 | $17M | 291k | 58.93 |
| 2023-06-30 | $16M | 238k | 65.44 |
| 2023-03-31 | $16M | 241k | 67.69 |
| 2022-12-31 | $14M | 205k | 70.50 |
| 2022-09-30 | $7.2M | 110k | 65.51 |
| 2021-09-30 | $1.1M | 18k | 63.86 |
| 2021-06-30 | $2.2M | 34k | 63.22 |
| 2021-03-31 | $6.1M | 96k | 64.04 |
| 2020-12-31 | $9.8M | 156k | 62.70 |
| 2020-09-30 | $8.8M | 134k | 65.44 |