Utilities SPDR shares owned by Adapt Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Adapt Wealth Advisors
from 13F filings
Historical chart of Adapt Wealth Advisors investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Adapt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Adapt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $989k | 11k | 87.21 |
| 2025-06-30 | $1.0M | 12k | 81.66 |
| 2025-03-31 | $1.1M | 14k | 78.85 |
| 2024-12-31 | $1.2M | 15k | 75.69 |
| 2024-09-30 | $6.9M | 86k | 80.78 |
| 2024-06-30 | $5.4M | 79k | 68.14 |