Utilities SPDR shares owned by Beacon Investment Advisory Services
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Beacon Investment Advisory Services
from 13F filings
Historical chart of Beacon Investment Advisory Services investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Beacon Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $215k | 5.0k | 42.69 |
| 2018-12-31 | $249k | 4.7k | 52.98 |
| 2018-09-30 | $247k | 4.7k | 52.55 |
| 2018-06-30 | $244k | 4.7k | 51.91 |
| 2018-03-31 | $237k | 4.7k | 50.43 |
More positions owned by Beacon Investment Advisory Services
View all positions for Beacon Investment Advisory Services