Utilities SPDR shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 15k | 87.20 |
| 2025-06-30 | $1.4M | 18k | 81.65 |
| 2025-03-31 | $1.4M | 17k | 78.85 |
| 2024-12-31 | $1.2M | 16k | 75.58 |
| 2024-09-30 | $1.2M | 15k | 80.58 |
| 2024-03-31 | $757k | 12k | 65.65 |
| 2023-12-31 | $734k | 12k | 63.33 |
| 2023-09-30 | $218k | 3.7k | 58.93 |
| 2023-06-30 | $755k | 12k | 65.46 |
| 2023-03-31 | $613M | 9.1k | 67689.27 |
| 2022-12-31 | $603M | 8.6k | 70497.97 |
| 2022-09-30 | $656k | 10k | 65.55 |
| 2022-06-30 | $1.7M | 24k | 70.42 |
| 2022-03-31 | $728k | 9.8k | 74.51 |
| 2021-12-31 | $710k | 10k | 71.04 |
| 2021-09-30 | $594k | 9.3k | 63.86 |
| 2021-06-30 | $493k | 8.5k | 57.84 |
| 2021-03-31 | $541k | 8.5k | 63.83 |
| 2020-12-31 | $777k | 13k | 62.03 |
| 2020-09-30 | $559k | 9.2k | 60.59 |
| 2020-06-30 | $867k | 15k | 56.46 |
| 2020-03-31 | $453k | 8.4k | 53.62 |
| 2019-12-31 | $658k | 10k | 63.94 |
| 2019-09-30 | $545k | 8.4k | 64.66 |
| 2019-06-30 | $627k | 11k | 59.58 |
| 2019-03-31 | $668k | 12k | 58.06 |
| 2018-12-31 | $1.2M | 22k | 52.91 |
| 2018-09-30 | $455k | 8.6k | 52.67 |
| 2018-06-30 | $390k | 7.5k | 51.90 |
| 2018-03-31 | $262k | 5.2k | 50.50 |
| 2016-06-30 | $391k | 7.5k | 52.45 |
| 2016-03-31 | $726k | 15k | 49.61 |
| 2014-12-31 | $757k | 16k | 47.25 |