Utilities SPDR shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $19k | 444 | 42.69 |
| 2025-09-30 | $19k | 222 | 87.21 |
| 2025-06-30 | $18k | 222 | 81.66 |
| 2025-03-31 | $18k | 222 | 78.85 |
| 2024-12-31 | $17k | 222 | 75.69 |
| 2024-09-30 | $18k | 222 | 80.78 |
More positions owned by Provenance Wealth Advisors
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