Utilities SPDR shares owned by Eagle Ridge Investment Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Eagle Ridge Investment Management
from 13F filings
Historical chart of Eagle Ridge Investment Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Eagle Ridge Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $212k | 3.2k | 65.65 |
| 2023-12-31 | $204k | 3.2k | 63.33 |
| 2023-06-30 | $211k | 3.2k | 65.44 |
| 2023-03-31 | $218k | 3.2k | 67.69 |
| 2022-12-31 | $228k | 3.2k | 70.50 |
| 2022-09-30 | $211k | 3.2k | 65.39 |
| 2022-06-30 | $226k | 3.2k | 70.03 |
| 2022-03-31 | $240k | 3.2k | 74.37 |
| 2021-12-31 | $231k | 3.2k | 71.58 |
More positions owned by Eagle Ridge Investment Management
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