Utilities SPDR shares owned by VisionPoint Advisory Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by VisionPoint Advisory Group
from 13F filings
Historical chart of VisionPoint Advisory Group investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by VisionPoint Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $336k | 3.9k | 87.22 |
| 2025-06-30 | $620k | 7.6k | 81.66 |
| 2025-03-31 | $294k | 3.7k | 78.86 |
| 2024-12-31 | $227k | 3.0k | 76.27 |
| 2024-09-30 | $306k | 3.8k | 80.79 |
| 2024-06-30 | $260k | 3.8k | 68.14 |
| 2024-03-31 | $6.4k | 98 | 65.64 |
| 2023-12-31 | $442 | 7 | 63.29 |
| 2023-09-30 | $1.1M | 19k | 58.93 |
| 2023-06-30 | $97k | 1.5k | 65.44 |
| 2022-03-31 | $327k | 4.6k | 70.64 |
| 2021-12-31 | $349k | 5.1k | 68.47 |
| 2021-09-30 | $331k | 4.9k | 67.13 |
| 2021-06-30 | $413k | 6.5k | 63.29 |
| 2021-03-31 | $721k | 11k | 64.01 |
| 2020-12-31 | $461k | 7.4k | 62.65 |
More positions owned by VisionPoint Advisory Group
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