Utilities SPDR shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by YHB Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $329k | 5.0k | 65.65 |
| 2023-12-31 | $455k | 7.2k | 63.33 |
| 2023-09-30 | $346k | 5.9k | 58.93 |
| 2023-06-30 | $445k | 6.8k | 65.44 |
| 2023-03-31 | $480k | 7.1k | 67.69 |
| 2022-12-31 | $517k | 7.3k | 70.50 |
| 2022-09-30 | $500k | 7.6k | 65.52 |
| 2022-06-30 | $589k | 8.4k | 70.14 |
| 2022-03-31 | $634k | 8.5k | 74.47 |
| 2021-12-31 | $632k | 8.8k | 71.58 |
| 2021-09-30 | $807k | 13k | 63.92 |
| 2021-06-30 | $829k | 13k | 63.23 |
| 2021-03-31 | $807k | 12k | 67.20 |
| 2020-12-31 | $869k | 14k | 62.68 |
| 2020-09-30 | $793k | 13k | 59.41 |
| 2020-06-30 | $770k | 14k | 56.41 |
| 2020-03-31 | $734k | 13k | 55.40 |
| 2019-12-31 | $875k | 14k | 64.61 |
| 2019-09-30 | $821k | 13k | 64.76 |
| 2019-06-30 | $760k | 13k | 59.60 |
| 2019-03-31 | $715k | 12k | 58.18 |
| 2018-12-31 | $464k | 8.8k | 52.91 |
| 2018-09-30 | $450k | 8.5k | 52.66 |
| 2018-06-30 | $434k | 8.3k | 52.01 |
| 2018-03-31 | $427k | 8.4k | 50.56 |
| 2017-12-31 | $448k | 8.5k | 52.74 |
| 2017-09-30 | $461k | 8.7k | 53.02 |
| 2017-06-30 | $324k | 6.2k | 51.96 |
| 2017-03-31 | $322k | 6.2k | 51.64 |
| 2016-12-31 | $273k | 5.6k | 48.53 |
| 2016-09-30 | $235k | 4.8k | 49.06 |
| 2016-06-30 | $236k | 4.5k | 52.44 |
| 2016-03-31 | $229k | 4.6k | 49.73 |