Utilities SPDR shares owned by Trilogy Capital
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Trilogy Capital
from 13F filings
Historical chart of Trilogy Capital investment in Utilities SPDR
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All positions including Utilities SPDR held by Trilogy Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Trilogy Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 146k | 87.21 |
| 2025-06-30 | $9.6M | 117k | 81.66 |
| 2025-03-31 | $4.3M | 54k | 78.85 |
| 2024-12-31 | $251k | 3.3k | 75.69 |
| 2024-09-30 | $5.6M | 69k | 80.78 |
| 2024-06-30 | $6.1M | 90k | 68.14 |
| 2023-12-31 | $7.4M | 118k | 63.33 |
| 2023-03-31 | $238k | 3.5k | 67.69 |
| 2022-12-31 | $16M | 227k | 70.50 |
| 2022-03-31 | $24M | 321k | 74.46 |
| 2020-03-31 | $2.4M | 41k | 58.94 |