Utilities SPDR shares owned by Powell Investment Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Powell Investment Advisors
from 13F filings
Historical chart of Powell Investment Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Powell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $891k | 10k | 87.21 |
| 2025-06-30 | $834k | 10k | 81.66 |
| 2025-03-31 | $806k | 10k | 78.85 |
| 2024-12-31 | $773k | 10k | 75.69 |
| 2024-09-30 | $825k | 10k | 80.78 |
| 2024-06-30 | $696k | 10k | 68.14 |
| 2024-03-31 | $671k | 10k | 65.65 |
| 2023-12-31 | $647k | 10k | 63.33 |
| 2023-09-30 | $602k | 10k | 58.93 |
| 2023-06-30 | $669k | 10k | 65.44 |
| 2023-03-31 | $692k | 10k | 67.69 |
| 2022-12-31 | $722k | 10k | 70.50 |
| 2022-09-30 | $669k | 10k | 65.49 |
| 2022-06-30 | $716k | 10k | 70.09 |
| 2022-03-31 | $761k | 10k | 74.50 |
| 2021-12-31 | $731k | 10k | 71.56 |
| 2021-09-30 | $653k | 10k | 63.93 |
| 2021-06-30 | $646k | 10k | 63.24 |
| 2021-03-31 | $654k | 10k | 64.02 |
| 2020-12-31 | $640k | 10k | 62.65 |
| 2020-09-30 | $620k | 10k | 59.36 |
| 2020-06-30 | $589k | 10k | 56.39 |
| 2020-03-31 | $579k | 10k | 55.43 |
| 2019-12-31 | $726k | 11k | 64.65 |
More positions owned by Powell Investment Advisors
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