Utilities SPDR shares owned by Flagship Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Flagship Wealth Advisors
from 13F filings
Historical chart of Flagship Wealth Advisors investment in Utilities SPDR
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All positions including Utilities SPDR held by Flagship Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Flagship Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $221k | 2.5k | 87.21 |
| 2025-06-30 | $207k | 2.5k | 81.66 |
| 2025-03-31 | $192k | 2.4k | 78.85 |
| 2024-12-31 | $162k | 2.1k | 75.69 |