Utilities SPDR shares owned by Financial Advisory Service
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Financial Advisory Service
from 13F filings
Historical chart of Financial Advisory Service investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Financial Advisory Service
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $27k | 433 | 63.34 |
| 2023-09-30 | $122k | 2.1k | 58.94 |
| 2023-06-30 | $135k | 2.1k | 65.43 |
| 2023-03-31 | $28k | 406 | 67.70 |
| 2022-12-31 | $29k | 406 | 70.51 |
| 2022-09-30 | $27k | 406 | 66.50 |
| 2022-06-30 | $38k | 545 | 69.72 |
| 2022-03-31 | $30k | 406 | 73.89 |
| 2021-12-31 | $29k | 406 | 71.43 |
| 2021-09-30 | $26k | 406 | 64.04 |
| 2021-06-30 | $26k | 406 | 64.04 |
| 2021-03-31 | $26k | 403 | 64.52 |
| 2020-12-31 | $13k | 200 | 65.00 |
| 2020-09-30 | $12k | 200 | 60.00 |
More positions owned by Financial Advisory Service
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