Utilities SPDR shares owned by RIA Advisory Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by RIA Advisory Group
from 13F filings
Historical chart of RIA Advisory Group investment in Utilities SPDR
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All positions including Utilities SPDR held by RIA Advisory Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by RIA Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $446k | 5.1k | 87.21 |
| 2025-06-30 | $441k | 5.4k | 81.66 |
| 2025-03-31 | $425k | 5.4k | 78.85 |
| 2024-12-31 | $387k | 5.1k | 75.69 |
| 2024-09-30 | $441k | 5.5k | 80.78 |
| 2024-03-31 | $325k | 5.0k | 65.65 |
| 2023-09-30 | $286k | 4.8k | 58.93 |
| 2023-06-30 | $338k | 5.2k | 65.44 |
| 2023-03-31 | $350k | 5.2k | 67.69 |