Utilities SPDR shares owned by ValMark Advisers
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Utilities SPDR
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All positions including Utilities SPDR held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2013-03-31 | $315k | 8.1k | 39.10 |
| 2012-12-31 | $223k | 6.4k | 34.85 |
| 2012-09-30 | $256k | 7.0k | 36.43 |
| 2012-06-30 | $244k | 6.6k | 36.97 |