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Utilities SPDR shares owned by Advisor

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

Historical chart of Advisor investment in Utilities SPDR

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

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Quarterly reported holdings in Utilities SPDR by Advisor

Quarter filed Position value Share count Share price at filing
2019-12-31 $16M 241k 64.67
2019-09-30 $16M 254k 64.79
2019-06-30 $17M 280k 59.65
2019-03-31 $12M 197k 58.22
2018-12-31 $12M 233k 52.94
2018-09-30 $6.1M 115k 52.68
2018-06-30 $5.4M 104k 51.97
2018-03-31 $6.4M 127k 50.55
2017-12-31 $7.5M 143k 52.70
2017-09-30 $12M 231k 53.06
2017-06-30 $12M 237k 50.59
2017-03-31 $6.9M 144k 47.68
2016-12-31 $5.9M 130k 45.35
2016-09-30 $7.0M 153k 45.84
2016-06-30 $8.4M 161k 52.44