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
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Asset Advisors Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Asset Advisors Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
View all positions for Asset Advisors Investment Management