Utilities SPDR shares owned by United Advisor Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by United Advisor Group
from 13F filings
Historical chart of United Advisor Group investment in Utilities SPDR
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All positions including Utilities SPDR held by United Advisor Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by United Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $317k | 3.6k | 87.21 |
| 2025-06-30 | $358k | 4.4k | 81.66 |
| 2025-03-31 | $344k | 4.4k | 78.84 |
| 2024-12-31 | $303k | 4.0k | 75.69 |
| 2024-09-30 | $305k | 3.8k | 80.78 |