Utilities SPDR shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $360k | 4.1k | 87.20 |
| 2025-06-30 | $367k | 4.5k | 81.66 |
| 2025-03-31 | $400k | 5.1k | 78.84 |
| 2024-12-31 | $1.3M | 18k | 75.69 |
| 2024-09-30 | $519k | 6.4k | 80.78 |
| 2024-06-30 | $534k | 7.8k | 68.14 |
| 2024-03-31 | $615k | 9.4k | 65.65 |
| 2023-12-31 | $495k | 7.8k | 63.33 |
| 2023-06-30 | $246k | 3.8k | 65.44 |
More positions owned by Soltis Investment Advisors
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