Utilities SPDR shares owned by Private Advisor
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in Utilities SPDR
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All positions including Utilities SPDR held by Private Advisor consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $28M | 352k | 80.78 |
| 2024-06-30 | $20M | 294k | 68.14 |
| 2024-03-31 | $10M | 159k | 65.65 |
| 2023-12-31 | $9.5M | 149k | 63.31 |
| 2023-09-30 | $9.2M | 156k | 58.91 |
| 2023-06-30 | $7.9M | 121k | 65.58 |
| 2023-03-31 | $14M | 206k | 67.69 |
| 2022-12-31 | $431k | 215k | 2.01 |
| 2022-09-30 | $18M | 269k | 65.51 |
| 2022-06-30 | $14M | 200k | 70.13 |
| 2022-03-31 | $10M | 145k | 71.58 |
| 2021-12-31 | $10M | 145k | 71.58 |
| 2021-09-30 | $8.7M | 135k | 63.89 |
| 2021-06-30 | $7.0M | 111k | 63.23 |
| 2021-03-31 | $9.2M | 144k | 64.04 |
| 2020-12-31 | $9.3M | 149k | 62.70 |
| 2020-09-30 | $7.3M | 124k | 59.38 |
| 2020-06-30 | $3.6M | 63k | 56.42 |
| 2020-03-31 | $3.4M | 62k | 55.41 |
| 2019-12-31 | $4.2M | 65k | 64.62 |
| 2019-09-30 | $4.1M | 63k | 64.75 |
| 2019-06-30 | $3.5M | 58k | 59.59 |
| 2019-03-31 | $3.2M | 55k | 58.14 |
| 2018-12-31 | $3.0M | 56k | 52.93 |
| 2018-09-30 | $2.8M | 54k | 52.66 |
| 2018-06-30 | $1.6M | 30k | 52.27 |
| 2018-03-31 | $1.6M | 32k | 50.54 |
| 2017-12-31 | $1.3M | 24k | 51.98 |
| 2017-09-30 | $3.5M | 66k | 53.45 |
| 2017-06-30 | $2.7M | 52k | 51.46 |
| 2017-03-31 | $1.9M | 36k | 51.75 |
| 2016-12-31 | $2.1M | 43k | 48.54 |
| 2016-09-30 | $2.5M | 54k | 47.30 |
| 2016-06-30 | $4.0M | 76k | 52.98 |
| 2016-03-31 | $2.0M | 40k | 49.62 |
| 2015-12-31 | $813k | 19k | 43.29 |
| 2015-09-30 | $733k | 17k | 43.27 |
| 2015-06-30 | $1.8M | 44k | 41.77 |
| 2015-03-31 | $1.5M | 34k | 44.43 |
| 2014-12-31 | $888k | 19k | 47.20 |
| 2014-09-30 | $777k | 19k | 42.10 |
| 2014-06-30 | $815k | 18k | 44.28 |
| 2014-03-31 | $595k | 14k | 41.43 |
| 2013-12-31 | $544k | 14k | 37.95 |