Utilities SPDR shares owned by Fortis Capital Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Fortis Capital Advisors
from 13F filings
Historical chart of Fortis Capital Advisors investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Fortis Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Fortis Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $248k | 3.1k | 78.85 |
| 2023-03-31 | $15k | 225 | 67.69 |
| 2022-12-31 | $33k | 470 | 70.50 |