Utilities SPDR shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $20M | 243k | 81.66 |
| 2025-03-31 | $14M | 177k | 78.85 |
| 2024-12-31 | $4.4M | 58k | 75.69 |
| 2024-09-30 | $4.9M | 61k | 80.78 |
| 2024-06-30 | $5.1M | 75k | 68.14 |
| 2024-03-31 | $4.9M | 75k | 65.65 |
| 2023-12-31 | $4.9M | 77k | 63.33 |
| 2023-09-30 | $4.5M | 77k | 58.93 |
| 2023-06-30 | $4.5M | 68k | 65.44 |
| 2023-03-31 | $3.8M | 55k | 67.69 |
| 2022-12-31 | $5.5M | 78k | 70.50 |
| 2022-09-30 | $5.7M | 88k | 65.51 |
| 2022-06-30 | $4.8M | 69k | 70.13 |
| 2022-03-31 | $2.1M | 29k | 74.52 |
| 2021-12-31 | $2.5M | 35k | 71.59 |
| 2021-09-30 | $2.5M | 38k | 64.08 |
| 2021-06-30 | $2.2M | 34k | 63.37 |
| 2021-03-31 | $2.0M | 31k | 64.03 |
| 2020-12-31 | $2.3M | 37k | 62.89 |
| 2020-09-30 | $6.2M | 104k | 59.31 |
| 2020-06-30 | $2.4M | 42k | 56.70 |
| 2020-03-31 | $2.2M | 40k | 55.65 |
| 2019-12-31 | $3.4M | 53k | 64.67 |
| 2019-09-30 | $2.4M | 37k | 64.85 |
| 2019-06-30 | $1.8M | 31k | 59.62 |
| 2019-03-31 | $1.2M | 21k | 58.16 |
| 2018-12-31 | $318k | 6.0k | 52.61 |
More positions owned by H D Vest Advisory Services
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