Utilities SPDR shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 174k | 80.78 |
| 2024-06-30 | $10M | 146k | 68.14 |
| 2024-03-31 | $7.0M | 107k | 65.65 |
| 2023-12-31 | $8.3M | 132k | 63.33 |
| 2023-09-30 | $7.8M | 133k | 58.93 |
| 2023-06-30 | $14M | 206k | 65.44 |
| 2023-03-31 | $17M | 244k | 67.69 |
| 2022-12-31 | $19M | 266k | 70.50 |
| 2022-09-30 | $16M | 237k | 65.51 |
| 2022-06-30 | $29M | 419k | 70.13 |
| 2022-03-31 | $9.4M | 127k | 74.46 |
| 2021-12-31 | $8.3M | 116k | 71.58 |
| 2021-09-30 | $7.6M | 119k | 63.88 |
| 2021-06-30 | $5.7M | 89k | 63.23 |
| 2021-03-31 | $5.5M | 86k | 64.04 |
| 2020-12-31 | $10M | 162k | 61.78 |
| 2020-09-30 | $6.6M | 111k | 59.34 |