Utilities SPDR shares owned by Certified Advisory Corp
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Certified Advisory Corp
from 13F filings
Historical chart of Certified Advisory Corp investment in Utilities SPDR
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All positions including Utilities SPDR held by Certified Advisory Corp consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Certified Advisory Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $783k | 12k | 65.65 |
| 2023-12-31 | $1.0M | 16k | 63.33 |
| 2023-03-31 | $1.4M | 20k | 67.69 |
| 2022-12-31 | $1.4M | 20k | 70.50 |
| 2022-09-30 | $1.3M | 21k | 65.49 |
| 2022-06-30 | $963k | 14k | 70.15 |
| 2022-03-31 | $967k | 13k | 74.42 |
| 2021-12-31 | $955k | 13k | 71.61 |
| 2021-09-30 | $835k | 13k | 63.84 |
| 2021-06-30 | $893k | 14k | 63.22 |
| 2021-03-31 | $938k | 15k | 64.07 |
| 2020-06-30 | $1.0M | 18k | 56.41 |
| 2020-03-31 | $1.1M | 19k | 55.42 |
| 2019-12-31 | $1.2M | 19k | 64.62 |
| 2019-09-30 | $1.3M | 20k | 64.76 |
| 2019-06-30 | $1.2M | 20k | 59.63 |
| 2019-03-31 | $1.2M | 21k | 58.15 |
| 2018-12-31 | $1.2M | 22k | 52.91 |
| 2018-09-30 | $1.0M | 20k | 52.63 |
| 2018-06-30 | $1.1M | 20k | 51.98 |
| 2018-03-31 | $1.1M | 21k | 50.50 |
| 2017-12-31 | $998k | 19k | 52.67 |