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Utilities SPDR shares owned by Crescent Grove Advisors

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

Historical chart of Crescent Grove Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Crescent Grove Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $304k 4.6k 65.65
2023-12-31 $290k 4.6k 63.33
2023-09-30 $338k 5.7k 58.93
2023-06-30 $243k 3.7k 65.44
2023-03-31 $415k 6.1k 67.69
2022-12-31 $371k 5.3k 70.50
2022-09-30 $345k 5.3k 65.49
2022-06-30 $773k 11k 70.13
2022-03-31 $821k 11k 74.48
2021-12-31 $328k 4.6k 71.68
2021-09-30 $292k 4.6k 63.81
2021-06-30 $289k 4.6k 63.16
2021-03-31 $236k 3.7k 63.92
2020-12-31 $231k 3.7k 62.57
2020-09-30 $219k 3.7k 59.32
2020-06-30 $208k 3.7k 56.34
2020-03-31 $205k 3.7k 55.53