Utilities SPDR shares owned by West Branch Capital
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in Utilities SPDR
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All positions including Utilities SPDR held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.7k | 37 | 45.89 |
| 2023-09-30 | $15k | 262 | 58.93 |
| 2023-06-30 | $17k | 262 | 65.44 |
| 2023-03-31 | $18k | 262 | 67.69 |
| 2022-12-31 | $19k | 262 | 70.50 |
| 2022-09-30 | $7.0k | 112 | 62.50 |
| 2022-06-30 | $8.0k | 112 | 71.43 |
| 2022-03-31 | $8.0k | 112 | 71.43 |
| 2021-12-31 | $8.0k | 112 | 71.43 |