Utilities SPDR shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $6.9M | 91k | 75.69 |
| 2024-09-30 | $6.8M | 85k | 80.78 |
| 2024-06-30 | $6.2M | 91k | 68.14 |
| 2024-03-31 | $6.0M | 91k | 65.65 |
| 2023-12-31 | $4.2M | 67k | 63.33 |
| 2023-09-30 | $4.7M | 80k | 58.93 |
| 2023-06-30 | $5.0M | 77k | 65.44 |
| 2023-03-31 | $5.3M | 78k | 67.69 |
| 2022-12-31 | $5.6M | 80k | 70.50 |
| 2022-09-30 | $5.0M | 76k | 65.60 |
| 2022-06-30 | $4.7M | 68k | 70.09 |
| 2022-03-31 | $4.0M | 53k | 74.45 |
| 2021-12-31 | $469k | 6.6k | 71.56 |
| 2021-09-30 | $703k | 11k | 63.86 |
| 2021-06-30 | $433k | 6.9k | 63.17 |
| 2021-03-31 | $444k | 6.9k | 64.15 |
| 2020-12-31 | $284k | 4.5k | 62.62 |
| 2020-09-30 | $255k | 4.3k | 59.39 |
| 2020-06-30 | $240k | 4.3k | 56.21 |
| 2020-03-31 | $230k | 4.1k | 55.80 |