Utilities SPDR shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.9M | 121k | 65.44 |
| 2023-12-31 | $11M | 169k | 63.33 |
| 2023-09-30 | $2.4M | 41k | 58.93 |
| 2023-06-30 | $3.7M | 56k | 65.44 |
| 2023-03-31 | $3.8M | 56k | 67.69 |
| 2022-12-31 | $3.4M | 49k | 70.50 |
| 2022-09-30 | $3.9M | 59k | 65.51 |
| 2022-06-30 | $4.0M | 56k | 70.13 |
| 2022-03-31 | $3.6M | 48k | 74.46 |
| 2021-12-31 | $2.7M | 37k | 71.58 |
| 2021-06-30 | $2.3M | 37k | 63.24 |
| 2021-03-31 | $2.4M | 37k | 64.04 |
| 2020-12-31 | $2.4M | 39k | 62.70 |
| 2020-09-30 | $2.1M | 35k | 59.39 |
| 2020-06-30 | $2.0M | 35k | 56.43 |
| 2019-12-31 | $3.6M | 55k | 64.61 |