Utilities SPDR shares owned by Acorn Financial Advisory Services
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Acorn Financial Advisory Services
from 13F filings
Historical chart of Acorn Financial Advisory Services investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Acorn Financial Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $300k | 3.4k | 87.20 |
| 2025-06-30 | $281k | 3.4k | 81.67 |
| 2025-03-31 | $271k | 3.4k | 78.84 |
| 2024-12-31 | $260k | 3.4k | 75.69 |
| 2024-09-30 | $277k | 3.4k | 80.77 |
| 2024-06-30 | $234k | 3.4k | 68.14 |
| 2024-03-31 | $225k | 3.4k | 65.65 |
| 2023-12-31 | $252k | 4.0k | 63.50 |
| 2023-09-30 | $247k | 4.2k | 58.58 |
| 2023-06-30 | $277k | 4.2k | 65.44 |
More positions owned by Acorn Financial Advisory Services
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