Utilities SPDR shares owned by Gladstone Institutional Advisory
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Gladstone Institutional Advisory
from 13F filings
Historical chart of Gladstone Institutional Advisory investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Gladstone Institutional Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $10M | 239k | 42.69 |
| 2025-09-30 | $11M | 129k | 87.21 |
| 2025-06-30 | $6.0M | 74k | 81.66 |
| 2025-03-31 | $3.9M | 50k | 78.85 |
| 2024-12-31 | $4.6M | 61k | 75.69 |
| 2024-09-30 | $6.2M | 77k | 80.78 |
| 2024-06-30 | $8.3M | 122k | 68.14 |
| 2024-03-31 | $4.9M | 75k | 65.65 |
| 2023-12-31 | $2.6M | 41k | 63.33 |
| 2023-09-30 | $4.1M | 69k | 58.93 |
| 2023-06-30 | $9.4M | 143k | 65.44 |
| 2023-03-31 | $9.8M | 144k | 67.69 |
| 2022-12-31 | $13M | 190k | 70.50 |
| 2022-09-30 | $12M | 184k | 65.51 |
| 2022-06-30 | $2.5M | 36k | 70.14 |
| 2022-03-31 | $886k | 12k | 74.45 |
| 2021-12-31 | $653k | 9.1k | 71.55 |
| 2021-09-30 | $498k | 7.8k | 63.94 |
| 2021-06-30 | $254k | 4.0k | 63.34 |
| 2021-03-31 | $1.4M | 22k | 64.06 |
| 2020-12-31 | $1.3M | 21k | 62.71 |
| 2020-09-30 | $1.2M | 20k | 59.37 |
| 2019-03-31 | $356k | 6.1k | 58.26 |
| 2018-12-31 | $334k | 6.3k | 52.93 |
More positions owned by Gladstone Institutional Advisory
View all positions for Gladstone Institutional Advisory