Utilities SPDR shares owned by Broadleaf Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Broadleaf Partners
from 13F filings
Historical chart of Broadleaf Partners investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Broadleaf Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $239k | 3.6k | 65.65 |
| 2023-09-30 | $215k | 3.6k | 58.93 |
| 2023-06-30 | $261k | 4.0k | 65.44 |
| 2023-03-31 | $1.7M | 25k | 67.69 |
| 2022-12-31 | $1.7M | 24k | 70.52 |
| 2022-09-30 | $1.5M | 23k | 65.52 |
| 2022-06-30 | $1.6M | 23k | 70.11 |
| 2022-03-31 | $2.0M | 27k | 74.47 |
| 2021-12-31 | $2.1M | 29k | 71.58 |
| 2021-09-30 | $1.8M | 28k | 63.90 |
| 2021-06-30 | $1.7M | 27k | 63.24 |
| 2021-03-31 | $1.6M | 24k | 64.05 |
| 2020-12-31 | $1.5M | 23k | 62.71 |
| 2020-09-30 | $1.3M | 22k | 59.40 |
| 2020-06-30 | $1.2M | 22k | 56.45 |
| 2020-03-31 | $1.2M | 21k | 55.40 |