Utilities SPDR shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $832k | 10k | 80.78 |
| 2024-06-30 | $907k | 13k | 68.14 |
| 2024-03-31 | $1.0M | 16k | 65.65 |
| 2023-09-30 | $838k | 14k | 58.93 |
| 2023-06-30 | $1.1M | 17k | 65.44 |
| 2023-03-31 | $973k | 14k | 67.69 |
| 2022-12-31 | $934k | 13k | 70.50 |
| 2022-09-30 | $802k | 12k | 65.54 |
| 2022-06-30 | $641k | 9.1k | 70.14 |
| 2022-03-31 | $670k | 9.0k | 74.42 |
| 2021-12-31 | $594k | 8.3k | 71.58 |
| 2021-09-30 | $508k | 7.9k | 63.94 |
| 2021-06-30 | $467k | 7.4k | 63.26 |
| 2021-03-31 | $467k | 7.3k | 64.02 |
| 2020-12-31 | $572k | 9.1k | 62.71 |
| 2020-09-30 | $396k | 6.7k | 59.42 |
| 2020-06-30 | $376k | 6.7k | 56.42 |
| 2020-03-31 | $335k | 6.0k | 55.49 |
| 2019-12-31 | $606k | 8.8k | 69.04 |
| 2019-09-30 | $476k | 7.7k | 61.55 |
| 2019-06-30 | $469k | 7.8k | 60.24 |
| 2019-03-31 | $420k | 7.2k | 58.16 |
| 2018-12-31 | $406k | 7.3k | 55.59 |
| 2018-09-30 | $279k | 5.1k | 54.90 |
| 2018-06-30 | $130k | 2.5k | 52.00 |
| 2018-03-31 | $119k | 2.3k | 50.66 |
More positions owned by Mount Yale Investment Advisors
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