Utilities SPDR shares owned by Advisory Alpha
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Advisory Alpha
from 13F filings
Historical chart of Advisory Alpha investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Advisory Alpha
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 209k | 80.78 |
| 2024-06-30 | $9.9M | 145k | 68.14 |
| 2024-03-31 | $9.3M | 141k | 65.65 |
| 2023-12-31 | $8.4M | 133k | 63.33 |
| 2023-09-30 | $6.6M | 111k | 58.93 |
| 2023-06-30 | $5.6M | 85k | 65.44 |
| 2023-03-31 | $4.5M | 67k | 67.69 |
| 2022-12-31 | $4.6M | 65k | 70.50 |
| 2022-09-30 | $3.8M | 59k | 65.52 |
| 2022-06-30 | $4.2M | 60k | 70.12 |
| 2022-03-31 | $4.1M | 55k | 74.46 |
| 2021-12-31 | $4.0M | 56k | 71.57 |
| 2021-09-30 | $3.1M | 48k | 63.88 |
| 2021-06-30 | $2.7M | 43k | 63.22 |
| 2021-03-31 | $7.7M | 120k | 64.04 |
| 2020-12-31 | $2.4M | 39k | 62.70 |
| 2020-09-30 | $45k | 721 | 62.41 |
| 2020-03-31 | $33k | 575 | 58.01 |
| 2019-12-31 | $405k | 6.3k | 64.79 |
| 2019-09-30 | $78k | 1.2k | 64.25 |
| 2019-03-31 | $29k | 513 | 56.98 |