Utilities SPDR shares owned by Fiduciary Alliance
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Fiduciary Alliance
from 13F filings
Historical chart of Fiduciary Alliance investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Fiduciary Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $374k | 4.3k | 87.20 |
| 2025-06-30 | $349k | 4.3k | 81.66 |
| 2025-03-31 | $318k | 4.0k | 78.86 |
| 2024-12-31 | $244k | 3.2k | 75.70 |
| 2023-06-30 | $27k | 415 | 65.44 |
| 2022-12-31 | $564 | 8 | 70.50 |