Utilities SPDR shares owned by Sovran Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Sovran Advisors
from 13F filings
Historical chart of Sovran Advisors investment in Utilities SPDR
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All positions including Utilities SPDR held by Sovran Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Sovran Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $771k | 8.6k | 89.72 |
| 2025-06-30 | $641k | 7.9k | 81.14 |
| 2025-03-31 | $681k | 8.8k | 77.77 |
| 2024-12-31 | $547k | 7.2k | 75.68 |