Utilities SPDR shares owned by Evolution Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Evolution Wealth Advisors
from 13F filings
Historical chart of Evolution Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Evolution Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.6M | 155k | 42.69 |
| 2025-09-30 | $7.4M | 85k | 87.21 |
| 2025-06-30 | $6.8M | 84k | 81.66 |
| 2025-03-31 | $6.4M | 81k | 78.85 |
| 2021-06-30 | $83k | 1.3k | 63.50 |
| 2021-03-31 | $29k | 448 | 64.73 |
| 2020-12-31 | $25k | 396 | 63.13 |
| 2019-12-31 | $12k | 185 | 64.86 |