WestEnd Advisors »

Utilities SPDR shares owned by WestEnd Advisors

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by WestEnd Advisors from 13F filings

Historical chart of WestEnd Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by WestEnd Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Utilities SPDR by WestEnd Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $80M 1.3M 63.33
2023-09-30 $138M 2.3M 58.93
2023-06-30 $149M 2.3M 65.44
2023-03-31 $132M 1.9M 67.69
2022-12-31 $144M 2.0M 70.50
2022-09-30 $95M 1.4M 65.51
2022-06-30 $72M 1.0M 70.13
2020-06-30 $619 11 56.36
2020-03-31 $18M 326k 55.41
2019-12-31 $17M 262k 64.62
2019-09-30 $16M 243k 64.74
2019-06-30 $12M 208k 59.63
2019-03-31 $9.2M 159k 58.17