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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Quarterly reported holdings in Utilities SPDR by Westwood Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 161k | 87.21 |
| 2025-06-30 | $13M | 164k | 81.66 |
| 2025-03-31 | $13M | 167k | 78.85 |
| 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 |