Utilities SPDR shares owned by Goldstein Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Goldstein Advisors
from 13F filings
Historical chart of Goldstein Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Goldstein Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $284k | 3.3k | 87.21 |
| 2025-06-30 | $266k | 3.3k | 81.66 |
| 2025-03-31 | $257k | 3.3k | 78.85 |
| 2024-12-31 | $247k | 3.3k | 75.69 |
| 2024-09-30 | $263k | 3.3k | 80.78 |
| 2024-06-30 | $222k | 3.3k | 68.14 |
| 2024-03-31 | $214k | 3.3k | 65.65 |
| 2023-12-31 | $207k | 3.3k | 63.33 |
| 2023-06-30 | $213k | 3.3k | 65.44 |
| 2023-03-31 | $219k | 3.2k | 67.69 |