Utilities SPDR shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 31k | 87.21 |
| 2025-06-30 | $2.2M | 27k | 81.65 |
| 2025-03-31 | $1.9M | 24k | 78.85 |
| 2024-12-31 | $1.4M | 18k | 75.69 |
| 2024-09-30 | $1.3M | 16k | 80.78 |
| 2024-06-30 | $928k | 14k | 68.14 |
| 2024-03-31 | $750k | 11k | 65.65 |
| 2023-12-31 | $767k | 12k | 63.33 |
| 2023-09-30 | $668k | 11k | 58.93 |
| 2023-06-30 | $860k | 13k | 65.44 |
| 2023-03-31 | $964k | 14k | 67.69 |
| 2022-12-31 | $1.1M | 16k | 70.50 |
| 2022-09-30 | $879k | 13k | 65.48 |
| 2022-06-30 | $944k | 14k | 70.12 |
| 2022-03-31 | $1.1M | 15k | 74.45 |
| 2021-12-31 | $1.2M | 17k | 71.61 |
| 2021-09-30 | $1.0M | 16k | 63.88 |
| 2021-06-30 | $1.6M | 25k | 63.20 |
| 2021-03-31 | $1.1M | 17k | 64.01 |
| 2020-12-31 | $1.8M | 28k | 62.69 |
| 2020-09-30 | $1.2M | 19k | 64.00 |
| 2020-06-30 | $1.2M | 21k | 58.37 |
| 2020-03-31 | $1.2M | 21k | 55.41 |
| 2019-12-31 | $1.5M | 22k | 69.92 |