Utilities SPDR shares owned by Carson Advisory
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Carson Advisory
from 13F filings
Historical chart of Carson Advisory investment in Utilities SPDR
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All positions including Utilities SPDR held by Carson Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Carson Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $545k | 8.3k | 65.65 |
| 2023-12-31 | $512k | 8.1k | 63.33 |