Utilities SPDR shares owned by Lloyd Advisory Services
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Lloyd Advisory Services
from 13F filings
Historical chart of Lloyd Advisory Services investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Lloyd Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Utilities SPDR by Lloyd Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $329k | 7.2k | 45.89 |
| 2022-03-31 | $10k | 132 | 75.76 |
| 2021-12-31 | $5.0k | 66 | 75.76 |
| 2021-09-30 | $4.0k | 66 | 60.61 |
| 2021-06-30 | $4.0k | 66 | 60.61 |
| 2021-03-31 | $3.0k | 54 | 55.56 |
| 2020-12-31 | $3.0k | 54 | 55.56 |
| 2020-09-30 | $3.0k | 54 | 55.56 |