Utilities SPDR shares owned by Level Four Advisory Services
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Level Four Advisory Services
from 13F filings
Historical chart of Level Four Advisory Services investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Level Four Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 67k | 87.21 |
| 2025-06-30 | $5.2M | 63k | 81.66 |
| 2025-03-31 | $2.7M | 34k | 78.85 |
| 2024-12-31 | $490k | 6.5k | 75.69 |
| 2024-09-30 | $922k | 12k | 79.91 |
| 2024-06-30 | $971k | 14k | 68.14 |
| 2024-03-31 | $421k | 6.6k | 63.33 |
| 2023-12-31 | $421k | 6.6k | 63.33 |
| 2023-09-30 | $334k | 5.7k | 58.93 |
| 2023-06-30 | $414k | 6.3k | 65.44 |
| 2023-03-31 | $624k | 9.2k | 67.69 |
| 2022-12-31 | $384k | 5.4k | 70.50 |
| 2021-12-31 | $206k | 2.9k | 71.53 |
| 2021-06-30 | $1.3M | 21k | 63.24 |
| 2021-03-31 | $2.5M | 38k | 64.03 |
| 2020-12-31 | $2.0M | 33k | 62.70 |
| 2020-09-30 | $1.2M | 20k | 59.39 |
| 2020-06-30 | $604k | 11k | 56.22 |
| 2020-03-31 | $638k | 12k | 55.53 |
| 2019-12-31 | $649k | 10k | 64.70 |
| 2019-09-30 | $810k | 13k | 64.78 |
| 2019-06-30 | $802k | 13k | 59.65 |
| 2019-03-31 | $688k | 12k | 58.13 |
| 2018-12-31 | $623k | 12k | 52.92 |
| 2018-09-30 | $629k | 12k | 52.62 |
| 2018-06-30 | $7.2M | 138k | 51.96 |
| 2018-03-31 | $6.7M | 133k | 50.53 |
| 2017-12-31 | $6.7M | 128k | 52.68 |
| 2017-09-30 | $6.7M | 126k | 53.50 |
| 2017-06-30 | $6.7M | 129k | 51.75 |
| 2017-03-31 | $6.7M | 129k | 51.75 |
| 2016-12-31 | $249k | 5.1k | 48.59 |
More positions owned by Level Four Advisory Services
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