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
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Quarterly reported holdings in Utilities SPDR by Foundations Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $744k | 8.5k | 87.21 |
| 2025-06-30 | $3.7M | 45k | 81.66 |
| 2025-03-31 | $4.0M | 50k | 78.85 |
| 2024-12-31 | $2.7M | 36k | 75.69 |
| 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 |
More positions owned by Foundations Investment Advisors
View all positions for Foundations Investment Advisors