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Utilities SPDR shares owned by CB^T Wealth Management

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by CB^T Wealth Management from 13F filings

Historical chart of CB^T Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by CB^T Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by CB^T Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 22k 65.65
2023-12-31 $1.4M 23k 63.33

More positions owned by CB^T Wealth Management

Ishares Russell 1000 Growth Et CS (IWF)
Ishares Russell 1000 Value Etf CS (IWD)
3m Company CS (MMM)
Ishares Msci Eafe Etf CS (EFA)
Ishares Russell 2000 Growth Et CS (IWO)
Ishares Trust Ishares Msci Usa CS (SUSA)
Microsoft Corp CS (MSFT)
Ishares Russell 2000 Value Etf CS (IWN)
Spdr S&p 500 Etf Trust CS (SPY)
Ishares Russell Mid Cap Growth CS (IWP)
Ishares Russell Mid Cap Value CS (IWS)
Apple CS (AAPL)
Ishares Russell 2000 Etf CS (IWM)
Vanguard Russell 1000 Value Et CS (VONV)
Nushares Etf Tr Small Cap Etf CS (NUSC)

View all positions for CB^T Wealth Management

Top funds holding Utilities SPDR

Goldman Sachs Group
Bank of America Corporation
Citadel Advisors
UBS Group
Wells Fargo & Company
Caisse de depot et placement du Quebec
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Citigroup
Healthcare Of Ontario Pension Plan Trust Fund
Jpmorgan Chase & Co
Migdal Insurance & Financial Holdings
Wolverine Trading
Raymond James & Associates
Factory Mutual Insurance Company

View all funds holding Utilities SPDR