Utilities SPDR shares owned by Paladin Advisory Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Paladin Advisory Group
from 13F filings
Historical chart of Paladin Advisory Group investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Paladin Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27k | 308 | 87.21 |
| 2025-06-30 | $25k | 308 | 81.66 |
| 2025-03-31 | $29k | 362 | 78.85 |
| 2024-12-31 | $27k | 362 | 75.69 |
| 2024-09-30 | $29k | 362 | 80.78 |
| 2024-06-30 | $25k | 362 | 67.67 |
| 2024-03-31 | $24k | 362 | 65.25 |
| 2023-12-31 | $38k | 603 | 63.33 |
| 2023-09-30 | $36k | 603 | 58.93 |
| 2023-06-30 | $103k | 1.6k | 65.44 |
| 2023-03-31 | $107k | 1.6k | 67.69 |
| 2022-12-31 | $119k | 1.7k | 70.50 |
| 2022-09-30 | $110k | 1.7k | 65.09 |
| 2022-06-30 | $118k | 1.7k | 69.82 |
| 2022-03-31 | $127k | 1.7k | 75.15 |
| 2021-12-31 | $120k | 1.7k | 71.01 |