Utilities SPDR shares owned by Bellwether Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Bellwether Advisors
from 13F filings
Historical chart of Bellwether Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Bellwether Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $21k | 253 | 81.66 |
| 2025-03-31 | $9.9k | 125 | 78.85 |
| 2023-03-31 | $10M | 148k | 67.69 |
| 2022-12-31 | $23M | 322k | 70.50 |
| 2022-09-30 | $23M | 352k | 65.51 |
| 2022-06-30 | $30M | 423k | 70.13 |
| 2022-03-31 | $19M | 256k | 74.46 |
| 2021-12-31 | $23M | 325k | 71.58 |
| 2021-09-30 | $14M | 224k | 63.88 |