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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
2024-09-30 $6.9M 86k 80.78
2024-06-30 $5.4M 79k 68.14