Utilities SPDR shares owned by Fortis Group Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Fortis Group Advisors
from 13F filings
Historical chart of Fortis Group Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Fortis Group Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $95k | 1.1k | 87.24 |
| 2025-06-30 | $3.5M | 44k | 81.61 |
| 2025-03-31 | $6.0M | 76k | 78.88 |
| 2024-12-31 | $2.8M | 36k | 75.65 |
| 2024-09-30 | $17M | 208k | 80.81 |
| 2024-06-30 | $7.0M | 102k | 68.16 |
| 2024-03-31 | $370k | 5.6k | 65.67 |
| 2023-12-31 | $447k | 6.6k | 67.69 |
| 2023-09-30 | $374k | 5.5k | 67.69 |
| 2023-06-30 | $1.1M | 17k | 65.44 |
| 2023-03-31 | $3.7M | 54k | 68.98 |
| 2020-09-30 | $6.2M | 105k | 59.10 |