Utilities SPDR shares owned by Resources Investment Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Resources Investment Advisors
from 13F filings
Historical chart of Resources Investment Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Resources Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $15M | 324k | 45.34 |
| 2026-03-31 | $1.1M | 25k | 45.89 |
| 2025-12-31 | $1.0M | 24k | 42.69 |
| 2025-09-30 | $1.2M | 13k | 87.21 |
| 2025-06-30 | $1.1M | 14k | 81.66 |
| 2025-03-31 | $892k | 11k | 78.85 |
| 2024-12-31 | $981k | 13k | 75.69 |
| 2024-09-30 | $1.0M | 13k | 80.78 |
| 2024-06-30 | $735k | 11k | 68.14 |
| 2024-03-31 | $573k | 8.7k | 65.65 |
| 2023-09-30 | $1.1M | 19k | 58.93 |
| 2023-06-30 | $1.3M | 20k | 65.44 |
| 2023-03-31 | $1.2M | 18k | 67.69 |
| 2022-12-31 | $1.2M | 18k | 70.50 |
| 2022-09-30 | $923k | 14k | 65.51 |
| 2022-06-30 | $991k | 14k | 70.12 |
| 2022-03-31 | $845k | 11k | 74.49 |
| 2021-12-31 | $935k | 13k | 71.58 |
| 2021-09-30 | $676k | 11k | 63.91 |
| 2021-06-30 | $767k | 12k | 63.20 |
| 2021-03-31 | $542k | 8.5k | 64.04 |
| 2020-12-31 | $513k | 8.2k | 62.75 |
| 2020-09-30 | $524k | 8.8k | 59.43 |
| 2020-06-30 | $362k | 6.4k | 56.45 |
| 2020-03-31 | $359k | 6.5k | 55.47 |
| 2019-12-31 | $222k | 3.4k | 64.50 |
| 2019-09-30 | $255k | 3.9k | 64.79 |
| 2019-06-30 | $49k | 815 | 60.12 |
| 2019-03-31 | $47k | 809 | 58.10 |
| 2018-12-31 | $42k | 803 | 52.30 |
| 2018-06-30 | $41k | 789 | 51.96 |
| 2018-03-31 | $40k | 782 | 51.15 |
| 2017-12-31 | $267k | 5.1k | 52.70 |
| 2017-09-30 | $41k | 768 | 53.39 |
| 2017-06-30 | $40k | 762 | 52.49 |
More positions owned by Resources Investment Advisors
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