Utilities SPDR shares owned by Milestone Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Milestone Group
from 13F filings
Historical chart of Milestone Group investment in Utilities SPDR
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All positions including Utilities SPDR held by Milestone Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Milestone Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $49k | 720 | 68.14 |
| 2024-03-31 | $45k | 691 | 65.65 |
| 2023-12-31 | $76k | 1.2k | 63.33 |
| 2023-09-30 | $70k | 1.2k | 58.93 |
| 2023-06-30 | $78k | 1.2k | 65.44 |
| 2023-03-31 | $81k | 1.2k | 67.69 |
| 2022-12-31 | $84k | 1.2k | 70.50 |
| 2022-09-30 | $78k | 1.2k | 65.44 |