Utilities SPDR shares owned by Financial Advocates Investment Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Financial Advocates Investment Management
from 13F filings
Historical chart of Financial Advocates Investment Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Financial Advocates Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 20k | 81.29 |
| 2024-06-30 | $1.6M | 23k | 68.14 |
| 2024-03-31 | $1.2M | 18k | 65.45 |
| 2023-12-31 | $1.2M | 19k | 63.08 |
| 2023-09-30 | $2.6M | 42k | 61.86 |
| 2023-06-30 | $2.6M | 40k | 65.44 |
| 2023-03-31 | $2.7M | 40k | 67.69 |
| 2022-12-31 | $3.6M | 57k | 62.57 |
| 2022-09-30 | $3.0M | 45k | 65.46 |
| 2022-06-30 | $3.6M | 51k | 70.12 |
| 2022-03-31 | $2.5M | 34k | 74.46 |
| 2021-12-31 | $1.9M | 27k | 71.58 |
| 2021-09-30 | $1.8M | 28k | 63.90 |
| 2021-06-30 | $1.7M | 27k | 63.24 |
| 2021-03-31 | $1.4M | 22k | 64.04 |
| 2020-12-31 | $1.7M | 22k | 77.55 |
| 2020-09-30 | $1.2M | 21k | 59.41 |
| 2020-06-30 | $3.2M | 37k | 86.85 |
| 2020-03-31 | $941k | 17k | 55.39 |
| 2019-12-31 | $2.0M | 31k | 64.64 |
| 2019-09-30 | $1.6M | 25k | 64.85 |
| 2019-06-30 | $1.8M | 29k | 59.63 |
| 2019-03-31 | $546k | 9.4k | 58.15 |
| 2018-12-31 | $264k | 7.6k | 34.57 |
| 2018-09-30 | $369k | 7.0k | 52.65 |
| 2018-06-30 | $384k | 7.3k | 52.37 |
| 2018-03-31 | $366k | 7.2k | 50.58 |
| 2017-12-31 | $717k | 14k | 52.71 |
More positions owned by Financial Advocates Investment Management
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