Utilities SPDR shares owned by Lion Street Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Lion Street Advisors
from 13F filings
Historical chart of Lion Street Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Lion Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $502k | 7.5k | 66.91 |
| 2025-06-30 | $646k | 7.9k | 81.66 |
| 2025-03-31 | $647k | 8.2k | 78.85 |
| 2024-12-31 | $628k | 8.3k | 75.69 |
| 2024-09-30 | $590k | 7.3k | 80.78 |
| 2024-06-30 | $467k | 6.8k | 68.14 |
| 2024-03-31 | $461k | 7.3k | 63.33 |
| 2023-12-31 | $461k | 7.3k | 63.33 |
| 2023-06-30 | $518k | 7.7k | 66.91 |
| 2023-03-31 | $456k | 6.7k | 67.69 |
| 2022-12-31 | $409k | 6.1k | 66.91 |
| 2022-09-30 | $396k | 6.1k | 65.20 |
| 2022-06-30 | $407k | 6.1k | 66.61 |
| 2022-03-31 | $453k | 6.1k | 74.42 |
| 2021-12-31 | $435k | 6.1k | 71.19 |
| 2021-09-30 | $389k | 6.1k | 63.67 |