Utilities SPDR shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $504k | 5.8k | 87.21 |
| 2025-06-30 | $462k | 5.7k | 81.66 |
| 2025-03-31 | $446k | 5.7k | 78.85 |
| 2024-12-31 | $341k | 4.5k | 75.69 |
| 2024-09-30 | $364k | 4.5k | 80.78 |
| 2024-06-30 | $307k | 4.5k | 68.14 |
| 2024-03-31 | $295k | 4.5k | 65.65 |
| 2023-12-31 | $285k | 4.5k | 63.33 |
| 2023-09-30 | $328k | 5.6k | 58.93 |
| 2023-06-30 | $364k | 5.6k | 65.45 |
| 2023-03-31 | $376k | 5.6k | 67.69 |
| 2022-12-31 | $377k | 5.3k | 70.50 |
| 2022-09-30 | $295k | 4.5k | 65.56 |
| 2022-06-30 | $316k | 4.5k | 70.22 |
| 2022-03-31 | $335k | 4.5k | 74.44 |
| 2021-12-31 | $322k | 4.5k | 71.56 |
| 2021-09-30 | $287k | 4.5k | 63.78 |
| 2021-06-30 | $285k | 4.5k | 63.33 |
| 2021-03-31 | $288k | 4.5k | 64.00 |
| 2020-12-31 | $564k | 9.0k | 62.67 |