Utilities SPDR shares owned by Asset Allocation Strategies
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Asset Allocation Strategies
from 13F filings
Historical chart of Asset Allocation Strategies investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Asset Allocation Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 21k | 87.21 |
| 2025-06-30 | $2.2M | 27k | 81.66 |
| 2024-12-31 | $2.7M | 34k | 79.25 |
| 2024-09-30 | $4.1M | 50k | 80.78 |
| 2024-06-30 | $4.3M | 64k | 68.12 |
| 2024-03-31 | $4.4M | 68k | 65.65 |
| 2023-09-30 | $6.2M | 105k | 58.93 |
| 2023-06-30 | $6.6M | 100k | 65.44 |
| 2023-03-31 | $1.3M | 19k | 67.69 |
| 2022-12-31 | $4.1M | 58k | 70.50 |
More positions owned by Asset Allocation Strategies
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