Utilities SPDR shares owned by ProVise Management Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group investment in Utilities SPDR
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All positions including Utilities SPDR held by ProVise Management Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $343k | 5.2k | 65.65 |
| 2023-12-31 | $291k | 4.6k | 63.33 |
| 2023-09-30 | $343k | 5.8k | 58.93 |
| 2023-06-30 | $388k | 5.9k | 65.44 |
| 2023-03-31 | $431k | 6.4k | 67.69 |
| 2022-12-31 | $1.0M | 15k | 70.50 |
| 2022-09-30 | $1.0M | 16k | 65.49 |
| 2022-06-30 | $1.0M | 14k | 70.13 |
| 2022-03-31 | $219k | 2.9k | 74.41 |
| 2021-12-31 | $215k | 3.0k | 71.55 |
| 2021-09-30 | $213k | 3.3k | 63.79 |
| 2017-09-30 | $506k | 9.5k | 53.05 |
| 2016-06-30 | $646k | 12k | 52.43 |
| 2014-06-30 | $1.9M | 43k | 44.27 |
| 2014-03-31 | $1.3M | 31k | 41.47 |