Utilities SPDR shares owned by Vivaldi Capital Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Vivaldi Capital Management
from 13F filings
Historical chart of Vivaldi Capital Management investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Vivaldi Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Utilities SPDR by Vivaldi Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $641k | 7.4k | 87.21 |
| 2025-06-30 | $625k | 7.7k | 81.66 |
| 2025-03-31 | $619k | 7.9k | 78.85 |
| 2024-12-31 | $621k | 8.0k | 77.65 |
| 2024-09-30 | $634k | 7.8k | 80.78 |
| 2022-12-31 | $235k | 3.3k | 71.48 |
| 2022-09-30 | $238k | 3.7k | 63.70 |
| 2022-06-30 | $202k | 2.9k | 70.19 |
| 2020-06-30 | $218k | 3.6k | 60.89 |
More positions owned by Vivaldi Capital Management
View all positions for Vivaldi Capital Management