Utilities SPDR shares owned by OneAscent Financial Services
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by OneAscent Financial Services
from 13F filings
Historical chart of OneAscent Financial Services investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by OneAscent Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by OneAscent Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $859k | 9.9k | 87.20 |
| 2025-06-30 | $962k | 12k | 81.92 |
| 2025-03-31 | $957k | 12k | 79.05 |
| 2024-12-31 | $942k | 12k | 75.67 |
| 2024-06-30 | $873k | 13k | 68.13 |
| 2024-03-31 | $1.1M | 16k | 65.62 |
| 2023-12-31 | $3.1M | 49k | 63.32 |
More positions owned by OneAscent Financial Services
View all positions for OneAscent Financial Services