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Utilities SPDR shares owned by MBA Advisors

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by MBA Advisors from 13F filings

Historical chart of MBA Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by MBA Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by MBA Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $289k 6.8k 42.69
2025-09-30 $295k 3.4k 87.21
2025-06-30 $275k 3.4k 81.66
2025-03-31 $257k 3.3k 78.85
2024-12-31 $254k 3.4k 75.69
2023-06-30 $1.6M 25k 65.44
2023-03-31 $2.8M 41k 67.69
2022-12-31 $2.8M 39k 70.50
2022-09-30 $2.4M 37k 65.50
2022-06-30 $2.1M 29k 70.14
2022-03-31 $2.0M 27k 74.46
2021-12-31 $1.6M 23k 71.59
2021-09-30 $1.7M 27k 63.89