Utilities SPDR shares owned by Union Bankshares
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Union Bankshares
from 13F filings
Historical chart of Union Bankshares investment in Utilities SPDR
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All positions including Utilities SPDR held by Union Bankshares consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Union Bankshares
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $204k | 2.5k | 80.78 |
| 2024-06-30 | $222k | 3.3k | 68.14 |
| 2024-03-31 | $224k | 3.4k | 65.65 |
| 2023-12-31 | $505k | 8.0k | 63.33 |
| 2023-09-30 | $751k | 13k | 58.93 |
| 2023-06-30 | $1.2M | 18k | 65.44 |
| 2023-03-31 | $5.5M | 81k | 67.69 |
| 2022-12-31 | $8.2M | 116k | 70.50 |
| 2022-09-30 | $8.9M | 135k | 65.56 |
| 2022-06-30 | $9.3M | 133k | 70.07 |
| 2022-03-31 | $10M | 137k | 74.48 |
| 2021-12-31 | $9.2M | 128k | 71.68 |
| 2021-09-30 | $8.6M | 135k | 63.92 |
| 2021-06-30 | $8.6M | 135k | 63.17 |
| 2021-03-31 | $8.8M | 137k | 64.12 |
| 2020-12-31 | $8.2M | 131k | 62.70 |
| 2020-09-30 | $2.5M | 43k | 59.38 |