Utilities SPDR shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $143M | 1.6M | 87.21 |
| 2025-06-30 | $74M | 910k | 81.66 |
| 2025-03-31 | $84M | 1.1M | 78.85 |
| 2024-12-31 | $73M | 906k | 80.48 |
| 2024-09-30 | $83M | 1.0M | 80.80 |
| 2024-03-31 | $49M | 747k | 65.67 |
| 2023-12-31 | $45M | 707k | 63.35 |
| 2023-09-30 | $51M | 857k | 58.94 |
| 2023-06-30 | $53M | 842k | 63.15 |
| 2023-03-31 | $65M | 962k | 67.72 |
| 2022-12-31 | $82M | 1.2M | 70.56 |
| 2022-09-30 | $102M | 1.6M | 65.53 |
| 2022-06-30 | $108M | 1.5M | 70.14 |
| 2022-03-31 | $88M | 1.2M | 74.47 |
| 2021-12-31 | $73M | 1.0M | 71.59 |
| 2021-09-30 | $54M | 843k | 63.90 |
| 2021-06-30 | $40M | 636k | 63.25 |
| 2021-03-31 | $53M | 828k | 64.08 |
| 2020-12-31 | $39M | 624k | 62.77 |
| 2020-09-30 | $37M | 614k | 59.45 |
| 2020-06-30 | $32M | 570k | 56.52 |
| 2020-03-31 | $46M | 824k | 55.45 |