Utilities SPDR shares owned by MONECO Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by MONECO Advisors
from 13F filings
Historical chart of MONECO Advisors investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by MONECO Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Utilities SPDR by MONECO Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $625k | 7.2k | 87.21 |
| 2025-06-30 | $576k | 7.1k | 81.66 |
| 2025-03-31 | $487k | 6.2k | 78.84 |
| 2024-12-31 | $1.5M | 19k | 75.69 |
| 2024-09-30 | $1.2M | 15k | 80.78 |
| 2024-06-30 | $480k | 7.0k | 68.14 |
| 2023-09-30 | $542k | 9.2k | 58.93 |
| 2023-06-30 | $314k | 4.8k | 65.44 |
| 2023-03-31 | $318k | 4.7k | 67.69 |
| 2022-12-31 | $231k | 3.3k | 70.50 |