Utilities SPDR shares owned by Swan Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Swan Wealth Advisors
from 13F filings
Historical chart of Swan Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Swan Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.9M | 102k | 87.21 |
| 2025-06-30 | $9.7M | 119k | 81.66 |
| 2025-03-31 | $10M | 129k | 78.85 |
| 2024-12-31 | $11M | 140k | 75.69 |
| 2024-09-30 | $13M | 159k | 80.78 |
| 2024-06-30 | $12M | 177k | 68.14 |
| 2024-03-31 | $13M | 195k | 65.65 |
| 2023-12-31 | $14M | 213k | 63.33 |
| 2023-09-30 | $16M | 267k | 58.93 |
| 2023-06-30 | $20M | 298k | 65.44 |
| 2023-03-31 | $23M | 323k | 70.40 |
| 2022-12-31 | $25M | 353k | 70.40 |
| 2022-09-30 | $25M | 376k | 65.51 |
| 2022-06-30 | $27M | 391k | 70.13 |
| 2022-03-31 | $30M | 403k | 74.46 |
| 2021-12-31 | $30M | 411k | 71.58 |
| 2021-09-30 | $28M | 442k | 63.88 |
| 2021-06-30 | $30M | 471k | 63.39 |
| 2021-03-31 | $32M | 495k | 64.04 |
| 2020-12-31 | $44M | 693k | 62.70 |
| 2020-09-30 | $72M | 1.2M | 59.38 |
| 2020-06-30 | $80M | 1.4M | 56.43 |
| 2020-03-31 | $109M | 2.0M | 55.41 |
| 2019-12-31 | $199M | 3.1M | 64.62 |
| 2019-09-30 | $234M | 3.6M | 64.72 |
| 2019-06-30 | $257M | 4.3M | 59.40 |
| 2019-03-31 | $387M | 7.5M | 51.38 |
| 2018-12-31 | $289M | 5.5M | 52.83 |
| 2018-09-30 | $358M | 6.9M | 51.87 |
| 2018-06-30 | $377M | 7.3M | 51.86 |
| 2018-03-31 | $399M | 7.9M | 50.26 |
| 2017-12-31 | $411M | 7.8M | 52.65 |
| 2017-09-30 | $386M | 7.3M | 53.09 |
| 2017-06-30 | $356M | 6.8M | 51.96 |
| 2017-03-31 | $333M | 6.5M | 51.11 |
| 2016-12-31 | $277M | 5.7M | 48.84 |
| 2016-09-30 | $252M | 5.0M | 49.96 |
| 2016-06-30 | $237M | 4.6M | 51.36 |
| 2016-03-31 | $200M | 4.0M | 49.33 |
| 2015-12-31 | $190M | 4.3M | 43.75 |
| 2015-09-30 | $188M | 4.3M | 43.28 |
| 2015-06-30 | $169M | 4.1M | 41.57 |
| 2015-03-31 | $149M | 3.4M | 43.26 |
| 2014-12-31 | $138M | 2.8M | 48.68 |
| 2014-09-30 | $109M | 2.6M | 42.09 |
| 2014-06-30 | $95M | 2.2M | 44.26 |
| 2014-03-31 | $69M | 1.8M | 39.33 |
| 2013-12-31 | $22M | 580k | 37.97 |