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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

Tip: Access up to 7 years of quarterly data

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

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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
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

Vanguard Index Fds S&p 500 Etf Shs (VOO)
RBB Us Trsry 6 Mnth (XBIL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Microstrategy Cl A New (MSTR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)

View all positions for Acorn Financial Advisory Services

Top funds holding Utilities SPDR

Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Citadel Advisors
Bessemer
Jane Street
UBS Group
Susquehanna International
LPL Financial
Capital Fund Management
Menora Mivtachim Holdings
Balyasny Asset Management
Demars Financial Group
Millennium Management
Caisse de depot et placement du Quebec

View all funds holding Utilities SPDR