Utilities SPDR shares owned by M3 Advisory Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by M3 Advisory Group
from 13F filings
Historical chart of M3 Advisory Group investment in Utilities SPDR
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All positions including Utilities SPDR held by M3 Advisory Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by M3 Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $756k | 8.7k | 87.21 |
| 2025-06-30 | $702k | 8.6k | 81.66 |
| 2025-03-31 | $673k | 8.5k | 78.85 |
| 2024-12-31 | $648k | 8.6k | 75.69 |
| 2024-09-30 | $646k | 8.0k | 80.78 |
| 2024-06-30 | $540k | 7.9k | 68.14 |
| 2024-03-31 | $572k | 8.7k | 65.65 |
| 2023-12-31 | $550k | 8.7k | 63.33 |