Utilities SPDR shares owned by Strategic Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Strategic Wealth Advisors
from 13F filings
Historical chart of Strategic Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Strategic Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $7.7M | 118k | 65.51 |
| 2022-06-30 | $7.7M | 111k | 70.05 |
| 2022-03-31 | $8.7M | 117k | 74.19 |
| 2021-12-31 | $3.8M | 54k | 70.88 |
| 2021-09-30 | $652k | 10k | 63.89 |
| 2021-06-30 | $858k | 14k | 63.26 |
| 2021-03-31 | $2.1M | 33k | 64.04 |
| 2020-12-31 | $1.8M | 29k | 62.71 |
| 2020-09-30 | $3.1M | 52k | 59.39 |
| 2020-06-30 | $2.3M | 41k | 57.82 |
| 2020-03-31 | $538k | 10k | 52.19 |
| 2019-12-31 | $679k | 11k | 64.62 |
| 2019-06-30 | $1.8M | 30k | 59.11 |
| 2014-09-30 | $289k | 6.9k | 42.09 |
| 2014-06-30 | $3.3M | 74k | 44.26 |