Utilities SPDR shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5M | 44k | 80.78 |
| 2024-06-30 | $772k | 11k | 68.16 |
| 2024-03-31 | $798k | 12k | 65.65 |
| 2023-12-31 | $787k | 12k | 63.35 |
| 2023-09-30 | $762k | 13k | 58.95 |
| 2023-06-30 | $762k | 12k | 65.41 |
| 2023-03-31 | $818k | 12k | 67.71 |
| 2022-12-31 | $2.8M | 40k | 70.50 |
| 2022-09-30 | $3.1M | 48k | 65.52 |
| 2022-06-30 | $875k | 13k | 70.08 |
| 2022-03-31 | $781k | 11k | 72.83 |
| 2021-12-31 | $561k | 8.4k | 66.67 |
| 2021-09-30 | $509k | 8.0k | 63.86 |
| 2021-06-30 | $634k | 9.9k | 63.87 |
| 2021-03-31 | $615k | 9.6k | 64.08 |
| 2020-12-31 | $716k | 11k | 62.74 |
| 2020-09-30 | $734k | 12k | 59.37 |
| 2020-06-30 | $821k | 15k | 56.43 |
| 2020-03-31 | $780k | 14k | 55.45 |
| 2019-12-31 | $661k | 10k | 64.63 |
| 2019-09-30 | $710k | 11k | 64.71 |
| 2019-06-30 | $648k | 11k | 59.82 |
More positions owned by Great Valley Advisor Group
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