Utilities SPDR shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $8.5M | 125k | 68.14 |
| 2024-03-31 | $7.9M | 120k | 65.65 |
| 2023-12-31 | $4.6M | 73k | 63.33 |
| 2023-09-30 | $4.2M | 71k | 58.93 |
| 2023-06-30 | $5.0M | 76k | 65.44 |
| 2023-03-31 | $4.6M | 68k | 67.69 |
| 2022-12-31 | $6.0M | 85k | 70.50 |
| 2022-09-30 | $5.2M | 80k | 65.51 |
| 2022-06-30 | $5.6M | 80k | 70.13 |
| 2022-03-31 | $5.2M | 70k | 74.46 |
| 2021-12-31 | $5.0M | 69k | 71.59 |
| 2021-09-30 | $4.5M | 71k | 63.88 |
| 2021-03-31 | $5.7M | 89k | 64.04 |
| 2020-09-30 | $5.5M | 93k | 59.39 |
| 2020-06-30 | $4.9M | 88k | 56.43 |
| 2020-03-31 | $4.9M | 88k | 55.40 |
| 2019-12-31 | $2.8M | 43k | 64.62 |
| 2019-09-30 | $2.6M | 40k | 64.73 |
| 2019-06-30 | $1.6M | 27k | 59.62 |
| 2019-03-31 | $3.5M | 61k | 58.16 |
| 2018-12-31 | $2.9M | 56k | 52.91 |
| 2018-09-30 | $240k | 4.6k | 52.60 |
| 2018-06-30 | $246k | 4.7k | 51.96 |
| 2018-03-31 | $314k | 6.2k | 50.38 |
| 2017-12-31 | $228k | 4.3k | 52.64 |
| 2017-09-30 | $250k | 4.7k | 53.03 |
| 2017-06-30 | $216k | 4.2k | 51.81 |
| 2017-03-31 | $153k | 3.0k | 51.15 |
| 2016-12-31 | $111k | 2.3k | 48.24 |
More positions owned by Steward Partners Investment Advisory
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