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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

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
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