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Utilities SPDR shares owned by Oak Harbor Wealth Partners

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Oak Harbor Wealth Partners from 13F filings

Historical chart of Oak Harbor Wealth Partners investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Oak Harbor Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Oak Harbor Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1k 17 65.65

More positions owned by Oak Harbor Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Penumbra (PEN)
Lincoln National Corporation (LNC)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Motorola Solutions Com New (MSI)
Caterpillar (CAT)
Visa Com Cl A (V)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Oak Harbor Wealth Partners

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