Utilities SPDR shares owned by Herold Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold Advisors investment in Utilities SPDR
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All positions including Utilities SPDR held by Herold Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $225k | 4.9k | 45.89 |
| 2022-03-31 | $108k | 1.5k | 74.46 |
| 2021-09-30 | $92k | 1.5k | 63.45 |