Utilities SPDR shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 12k | 87.21 |
| 2025-06-30 | $986k | 12k | 81.66 |
| 2025-03-31 | $966k | 12k | 78.85 |
| 2024-12-31 | $946k | 13k | 75.69 |
| 2024-09-30 | $1.0M | 13k | 80.78 |
| 2024-06-30 | $896k | 13k | 68.14 |
| 2024-03-31 | $949k | 15k | 65.65 |
| 2023-12-31 | $921k | 15k | 63.33 |
| 2023-09-30 | $908k | 15k | 58.93 |
| 2023-06-30 | $974k | 15k | 65.44 |
| 2023-03-31 | $1.1M | 16k | 67.69 |
| 2022-12-31 | $1.1M | 16k | 70.50 |
| 2022-09-30 | $1.1M | 17k | 65.54 |
| 2022-06-30 | $1.2M | 17k | 70.15 |
| 2022-03-31 | $1.3M | 17k | 74.46 |
| 2021-12-31 | $1.1M | 16k | 71.58 |
| 2021-09-30 | $1.1M | 17k | 63.87 |
| 2021-06-30 | $1.1M | 17k | 63.22 |
| 2021-03-31 | $1.2M | 19k | 64.03 |
| 2020-12-31 | $1.1M | 18k | 62.69 |
| 2020-09-30 | $1.0M | 17k | 59.41 |
| 2020-06-30 | $1.0M | 19k | 56.41 |
| 2020-03-31 | $1.1M | 21k | 55.41 |
| 2019-12-31 | $1.5M | 23k | 64.61 |
| 2019-09-30 | $1.5M | 24k | 64.74 |
| 2019-06-30 | $1.4M | 24k | 59.65 |
| 2019-03-31 | $1.4M | 24k | 58.19 |
| 2018-12-31 | $1.2M | 23k | 52.94 |
| 2018-09-30 | $1.1M | 22k | 52.65 |
| 2018-06-30 | $1.1M | 20k | 51.95 |
| 2018-03-31 | $1.1M | 22k | 50.80 |
| 2017-12-31 | $935k | 18k | 52.66 |
| 2017-09-30 | $847k | 16k | 53.04 |
| 2017-06-30 | $733k | 14k | 51.99 |
| 2017-03-31 | $714k | 14k | 51.30 |
| 2016-12-31 | $485k | 10k | 48.58 |
| 2016-09-30 | $466k | 9.5k | 49.04 |
| 2016-06-30 | $462k | 8.8k | 52.48 |
| 2016-03-31 | $472k | 9.5k | 49.64 |
| 2015-12-31 | $399k | 9.2k | 43.33 |
| 2015-09-30 | $298k | 6.9k | 43.23 |
| 2015-06-30 | $295k | 7.1k | 41.42 |
| 2015-03-31 | $314k | 7.1k | 44.36 |
| 2014-12-31 | $352k | 7.4k | 47.31 |
| 2014-09-30 | $299k | 7.0k | 42.54 |
| 2014-06-30 | $307k | 7.0k | 44.12 |
| 2014-03-31 | $258k | 6.2k | 41.33 |
| 2013-12-31 | $468k | 12k | 37.91 |
| 2013-09-30 | $328k | 8.8k | 37.42 |