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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

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
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