Utilities SPDR shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.8M | 51k | 75.69 |
| 2024-09-30 | $4.1M | 50k | 80.78 |
| 2024-06-30 | $3.3M | 49k | 68.14 |
| 2024-03-31 | $3.2M | 48k | 65.65 |
| 2023-12-31 | $3.1M | 49k | 63.33 |
| 2023-09-30 | $2.4M | 41k | 58.93 |
| 2023-06-30 | $3.1M | 48k | 65.44 |
| 2023-03-31 | $3.3M | 49k | 67.69 |
| 2022-12-31 | $3.5M | 50k | 70.50 |
| 2022-09-30 | $3.2M | 50k | 65.51 |
| 2022-06-30 | $3.7M | 53k | 70.13 |
| 2022-03-31 | $4.0M | 54k | 74.45 |
| 2021-12-31 | $3.7M | 51k | 71.58 |
| 2021-09-30 | $3.3M | 52k | 63.88 |
| 2021-06-30 | $3.3M | 52k | 63.21 |
| 2021-03-31 | $3.4M | 53k | 64.02 |
| 2020-12-31 | $3.5M | 56k | 62.71 |
| 2020-09-30 | $3.3M | 56k | 59.58 |
| 2020-06-30 | $2.8M | 49k | 57.72 |
| 2020-03-31 | $2.9M | 52k | 55.42 |
| 2019-12-31 | $3.4M | 52k | 64.61 |
| 2019-09-30 | $3.2M | 50k | 64.74 |
| 2019-06-30 | $2.6M | 44k | 59.63 |
| 2019-03-31 | $2.4M | 41k | 57.99 |
| 2018-12-31 | $2.1M | 40k | 52.92 |
| 2018-09-30 | $2.0M | 36k | 53.92 |
| 2018-06-30 | $1.9M | 36k | 51.96 |
| 2018-03-31 | $1.8M | 36k | 50.52 |
| 2017-12-31 | $2.0M | 37k | 52.68 |
| 2017-09-30 | $2.1M | 39k | 53.05 |
| 2017-06-30 | $2.1M | 40k | 51.95 |
| 2017-03-31 | $2.1M | 41k | 51.32 |
| 2016-12-31 | $2.1M | 43k | 48.57 |