Utilities SPDR shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 57k | 87.21 |
| 2025-06-30 | $5.3M | 65k | 81.66 |
| 2025-03-31 | $10M | 128k | 78.85 |
| 2024-12-31 | $14M | 182k | 75.69 |
| 2024-09-30 | $788k | 9.8k | 80.78 |
| 2024-06-30 | $589k | 8.6k | 68.14 |
| 2024-03-31 | $584k | 8.9k | 65.65 |
| 2023-12-31 | $372k | 5.9k | 63.33 |
| 2023-09-30 | $319k | 5.4k | 58.93 |
| 2023-06-30 | $471k | 7.2k | 65.44 |
| 2023-03-31 | $559k | 8.3k | 67.69 |
| 2022-12-31 | $784k | 11k | 70.50 |
| 2022-09-30 | $668k | 10k | 65.54 |
| 2022-06-30 | $717k | 10k | 70.16 |
| 2022-03-31 | $765k | 10k | 74.45 |
| 2021-12-31 | $670k | 9.4k | 71.54 |
| 2021-09-30 | $422k | 6.6k | 63.87 |
| 2021-06-30 | $555k | 8.8k | 63.25 |
| 2021-03-31 | $562k | 8.8k | 64.05 |
| 2020-12-31 | $560k | 8.9k | 62.72 |
| 2020-09-30 | $537k | 9.0k | 59.42 |
| 2020-06-30 | $504k | 8.9k | 56.45 |
| 2020-03-31 | $535k | 9.7k | 55.41 |
| 2019-12-31 | $591k | 9.1k | 64.61 |
| 2019-09-30 | $566k | 8.7k | 64.74 |
| 2019-06-30 | $1.1M | 18k | 59.63 |
| 2019-03-31 | $1.2M | 20k | 58.14 |
| 2018-12-31 | $1.2M | 22k | 52.94 |
| 2018-09-30 | $1.2M | 23k | 52.65 |
| 2018-06-30 | $1.2M | 23k | 51.96 |
| 2018-03-31 | $1.1M | 23k | 50.55 |
| 2017-12-31 | $1.3M | 25k | 52.67 |
| 2017-09-30 | $1.4M | 26k | 53.03 |
| 2017-06-30 | $1.4M | 28k | 51.97 |
| 2017-03-31 | $1.5M | 29k | 51.31 |
| 2016-12-31 | $1.3M | 27k | 48.55 |
| 2016-09-30 | $653k | 13k | 49.02 |
| 2016-06-30 | $699k | 13k | 52.47 |
| 2016-03-31 | $19k | 947 | 20.16 |
| 2015-12-31 | $1.4M | 31k | 47.22 |
| 2015-09-30 | $943k | 22k | 43.31 |
| 2015-06-30 | $1.2M | 29k | 41.46 |
| 2015-03-31 | $1.3M | 29k | 44.42 |
| 2014-12-31 | $1.4M | 31k | 47.22 |
| 2014-09-30 | $2.3M | 55k | 42.09 |
| 2014-06-30 | $2.7M | 60k | 44.26 |
| 2014-03-31 | $4.2M | 101k | 41.46 |
| 2013-12-31 | $5.3M | 140k | 37.97 |
More positions owned by Sequoia Financial Advisors
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