Utilities SPDR shares owned by LGT Financial Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by LGT Financial Advisors
from 13F filings
Historical chart of LGT Financial Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by LGT Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $190k | 2.2k | 87.20 |
| 2025-06-30 | $193k | 2.4k | 81.46 |
| 2025-03-31 | $166k | 2.1k | 78.86 |
| 2024-12-31 | $158k | 2.1k | 75.70 |
| 2024-09-30 | $167k | 2.1k | 80.79 |
| 2024-06-30 | $140k | 2.1k | 68.15 |
| 2024-03-31 | $162k | 2.5k | 65.66 |
| 2023-12-31 | $155k | 2.5k | 63.33 |
| 2023-09-30 | $186k | 3.2k | 58.93 |
| 2023-06-30 | $242k | 3.7k | 65.44 |
| 2022-12-31 | $219k | 3.1k | 70.49 |