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Utilities SPDR shares owned by Cornerstone Advisory

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

Historical chart of Cornerstone Advisory investment in Utilities SPDR

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

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Quarterly reported holdings in Utilities SPDR by Cornerstone Advisory

Quarter filed Position value Share count Share price at filing
2023-09-30 $220k 3.7k 58.93
2022-03-31 $4.9M 66k 74.48
2021-12-31 $6.3M 89k 71.60
2021-09-30 $4.6M 72k 63.88
2021-06-30 $2.9M 45k 63.27