Utilities SPDR shares owned by Mutual Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Mutual Advisors
from 13F filings
Historical chart of Mutual Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Mutual Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 45k | 90.33 |
| 2025-06-30 | $3.7M | 44k | 84.52 |
| 2025-03-31 | $3.3M | 42k | 78.21 |
| 2024-12-31 | $1.9M | 24k | 78.73 |
| 2024-09-30 | $3.4M | 42k | 81.59 |
| 2024-06-30 | $4.4M | 61k | 71.49 |
| 2024-03-31 | $2.1M | 32k | 65.65 |
| 2023-12-31 | $4.4M | 70k | 63.33 |
| 2023-09-30 | $4.2M | 71k | 58.93 |
| 2023-06-30 | $2.0M | 30k | 65.44 |
| 2023-03-31 | $5.8M | 86k | 67.69 |
| 2022-12-31 | $4.4M | 62k | 70.50 |
| 2022-09-30 | $4.0M | 61k | 65.51 |
| 2022-06-30 | $3.5M | 50k | 70.14 |
| 2022-03-31 | $3.4M | 46k | 74.46 |
| 2021-12-31 | $831k | 12k | 71.61 |
| 2021-09-30 | $644k | 10k | 63.92 |
| 2021-06-30 | $481k | 7.6k | 63.29 |
| 2021-03-31 | $407k | 6.4k | 64.03 |
| 2020-12-31 | $506k | 8.1k | 62.65 |
| 2020-09-30 | $467k | 7.9k | 59.32 |
| 2019-09-30 | $766k | 12k | 64.72 |