Utilities SPDR shares owned by Evernest Financial Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Evernest Financial Advisors
from 13F filings
Historical chart of Evernest Financial Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Evernest Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 18k | 87.21 |
| 2025-06-30 | $1.5M | 18k | 81.66 |
| 2025-03-31 | $1.3M | 16k | 78.85 |
| 2024-12-31 | $1.2M | 16k | 75.69 |
| 2024-09-30 | $1.1M | 14k | 80.78 |
| 2024-06-30 | $410k | 6.0k | 68.14 |
| 2024-03-31 | $345k | 5.3k | 65.43 |
| 2023-12-31 | $340k | 5.4k | 63.34 |
More positions owned by Evernest Financial Advisors
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