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Utilities SPDR shares owned by Advisor OS

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Advisor OS from 13F filings

Historical chart of Advisor OS investment in Utilities SPDR

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All positions including Utilities SPDR held by Advisor OS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Advisor OS

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 45k 42.67
2025-06-30 $1.8M 22k 81.66
2025-03-31 $524k 6.6k 78.85
2022-12-31 $2.6M 37k 70.50
2022-09-30 $2.0M 31k 65.57
2022-06-30 $2.0M 29k 70.12
2020-12-31 $3.5M 47k 75.60