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

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Quarterly reported holdings in Utilities SPDR by Mutual Advisors

Quarter filed Position value Share count Share price at filing
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