Utilities SPDR shares owned by Asset Advisors Investment Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Asset Advisors Investment Management
from 13F filings
Historical chart of Asset Advisors Investment Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Asset Advisors Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 23k | 87.21 |
| 2025-06-30 | $1.6M | 20k | 81.66 |
| 2025-03-31 | $1.5M | 19k | 78.85 |
| 2024-12-31 | $1.4M | 18k | 75.69 |
| 2024-09-30 | $1.4M | 18k | 80.78 |
| 2024-06-30 | $827k | 12k | 68.14 |
| 2024-03-31 | $3.4M | 52k | 65.65 |
| 2023-12-31 | $3.4M | 53k | 63.33 |
| 2023-09-30 | $3.7M | 64k | 58.93 |
| 2023-06-30 | $4.2M | 64k | 65.44 |
| 2023-03-31 | $4.2M | 63k | 67.69 |
| 2022-12-31 | $4.5M | 64k | 70.50 |
| 2022-09-30 | $4.1M | 63k | 65.51 |
| 2022-06-30 | $203k | 2.9k | 70.00 |
More positions owned by Asset Advisors Investment Management
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