Halpern Financial »

Utilities SPDR shares owned by Halpern Financial

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Halpern Financial from 13F filings

Historical chart of Halpern Financial investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Utilities SPDR by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.0k 108 65.10
2023-12-31 $7.0k 108 64.49
2021-12-31 $58k 804 71.58
2021-09-30 $9.6k 150 63.88
2021-06-30 $56k 882 63.23
2019-12-31 $32k 500 64.62

More positions owned by Halpern Financial

Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Index Etf (IVV)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Fidelity Value Factor Etf Etf (FVAL)
Jpmorgan Inflation Managed Bond Etf Jpmorgan Inflation Managed Bond Etf Etf (JCPI)
Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard Small Cap Etf Etf (VB)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Halpern Financial

Top funds holding Utilities SPDR

Goldman Sachs Group
Bank of America Corporation
Citadel Advisors
UBS Group
Wells Fargo & Company
Susquehanna International
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
Wolverine Trading
Raymond James & Associates
Factory Mutual Insurance Company

View all funds holding Utilities SPDR