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Utilities SPDR shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 45k 80.78
2024-06-30 $3.0M 44k 68.14
2024-03-31 $2.0M 30k 65.65
2023-12-31 $1.9M 31k 62.62
2023-09-30 $274k 4.6k 58.93
2023-06-30 $1.2M 18k 65.44
2023-03-31 $4.5M 66k 67.69
2022-12-31 $6.6M 93k 70.50
2022-09-30 $5.2M 79k 65.51
2022-06-30 $4.5M 64k 70.11
2022-03-31 $1.4M 18k 76.08
2021-12-31 $1.3M 18k 69.56
2021-09-30 $1.3M 20k 64.58
2021-06-30 $517k 8.0k 64.63
2021-03-31 $566k 8.7k 64.95
2020-12-31 $473k 7.6k 62.38
2019-12-31 $1.2M 19k 63.98
2019-09-30 $1.2M 18k 63.87
2019-06-30 $843k 14k 60.70
2019-03-31 $8.2M 141k 58.17