Utilities SPDR shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 26k | 90.80 |
| 2025-06-30 | $2.0M | 25k | 81.66 |
| 2025-03-31 | $1.8M | 22k | 78.85 |
| 2024-12-31 | $1.5M | 20k | 75.69 |
| 2024-09-30 | $1.4M | 18k | 80.78 |
| 2024-06-30 | $649k | 9.5k | 68.14 |
| 2024-03-31 | $251k | 3.8k | 65.65 |
| 2023-12-31 | $205k | 3.2k | 63.33 |
| 2023-09-30 | $265k | 4.5k | 58.93 |
| 2023-06-30 | $578k | 8.8k | 65.44 |
| 2023-03-31 | $2.5M | 24k | 101.55 |
| 2022-12-31 | $1.7M | 24k | 70.51 |
| 2022-09-30 | $326k | 5.0k | 65.50 |
| 2022-06-30 | $631k | 9.0k | 70.13 |
| 2022-03-31 | $870k | 12k | 74.43 |
| 2021-12-31 | $840k | 12k | 71.57 |
| 2021-09-30 | $601k | 9.4k | 63.88 |
| 2021-06-30 | $621k | 9.8k | 63.28 |
| 2021-03-31 | $775k | 12k | 64.01 |
| 2020-12-31 | $731k | 12k | 62.68 |
| 2020-09-30 | $692k | 12k | 59.34 |
| 2020-06-30 | $461k | 8.2k | 56.43 |
| 2020-03-31 | $488k | 8.8k | 55.41 |
| 2019-12-31 | $531k | 8.2k | 64.65 |
| 2019-09-30 | $546k | 8.4k | 64.77 |
| 2019-06-30 | $470k | 7.9k | 59.57 |
| 2019-03-31 | $459k | 7.9k | 58.17 |
| 2018-12-31 | $418k | 7.9k | 52.97 |
| 2018-09-30 | $415k | 7.9k | 52.60 |
| 2018-06-30 | $415k | 8.0k | 51.93 |
| 2018-03-31 | $406k | 8.0k | 50.48 |
| 2017-12-31 | $424k | 8.0k | 52.72 |