Utilities SPDR shares owned by Carson Advisory
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Carson Advisory
from 13F filings
Historical chart of Carson Advisory investment in Utilities SPDR
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All positions including Utilities SPDR held by Carson Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Carson Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $283k | 3.2k | 87.21 |
| 2025-06-30 | $265k | 3.2k | 81.66 |
| 2025-03-31 | $255k | 3.2k | 78.85 |
| 2024-09-30 | $712k | 8.8k | 80.78 |
| 2024-06-30 | $575k | 8.4k | 68.14 |
| 2024-03-31 | $545k | 8.3k | 65.65 |
| 2023-12-31 | $512k | 8.1k | 63.33 |