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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
2024-03-31 $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)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microstrategy Cl A New (MSTR)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Acorn Financial Advisory Services

Top funds holding Utilities SPDR

Goldman Sachs Group
Bank of America Corporation
Citadel Advisors
UBS Group
Wells Fargo & Company
Susquehanna International
Caisse de depot et placement du Quebec
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Citigroup
Healthcare Of Ontario Pension Plan Trust Fund
Jpmorgan Chase & Co
Wolverine Trading
Raymond James & Associates
Factory Mutual Insurance Company

View all funds holding Utilities SPDR