Utilities SPDR shares owned by U.S. Capital Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by U.S. Capital Wealth Advisors
from 13F filings
Historical chart of U.S. Capital Wealth Advisors investment in Utilities SPDR
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All positions including Utilities SPDR held by U.S. Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by U.S. Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 116k | 87.21 |
| 2025-06-30 | $9.1M | 111k | 81.66 |
| 2025-03-31 | $8.4M | 107k | 78.85 |
| 2024-12-31 | $8.0M | 106k | 75.69 |
| 2024-09-30 | $8.5M | 106k | 80.78 |
| 2024-06-30 | $6.9M | 102k | 68.14 |
| 2024-03-31 | $617k | 9.4k | 65.65 |
| 2023-12-31 | $473k | 7.5k | 63.33 |
| 2023-09-30 | $403k | 6.8k | 58.93 |
| 2023-06-30 | $444k | 6.8k | 65.44 |
| 2023-03-31 | $945k | 14k | 67.69 |
| 2022-12-31 | $1.4M | 20k | 70.50 |
| 2022-09-30 | $1.6M | 24k | 65.52 |
| 2022-06-30 | $2.5M | 36k | 70.12 |
| 2022-03-31 | $3.3M | 45k | 74.45 |
| 2021-12-31 | $652k | 9.1k | 71.62 |
| 2021-09-30 | $658k | 10k | 63.93 |
More positions owned by U.S. Capital Wealth Advisors
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