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Utilities SPDR shares owned by Westwood Holdings

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

Historical chart of Westwood Holdings investment in Utilities SPDR

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

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Quarterly reported holdings in Utilities SPDR by Westwood Holdings

Quarter filed Position value Share count Share price at filing
2024-12-31 $13M 177k 75.69
2024-09-30 $14M 172k 80.78
2024-06-30 $11M 168k 68.14
2020-03-31 $252k 4.5k 55.46
2019-12-31 $294k 4.5k 64.70
2016-12-31 $600k 12k 48.62
2016-09-30 $10M 205k 48.99