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Utilities SPDR shares owned by Solutions 4 Wealth

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Solutions 4 Wealth from 13F filings

Historical chart of Solutions 4 Wealth investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Solutions 4 Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Solutions 4 Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $814k 12k 65.65
2023-12-31 $780k 12k 63.33

More positions owned by Solutions 4 Wealth

Invesco Van Kampen Senior Income Trust (VVR)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Financial (XLF)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
Global X Fds Nasdaq 100 Cover (QYLD)
Vanguard World Health Car Etf (VHT)
Veritex Hldgs (VBTX)
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)
Ishares Tr Cybersecurity (IHAK)
Global X Fds Russell 2000 (RYLD)
Ishares Tr U.s. Med Dvc Etf (IHI)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Southside Bancshares (SBSI)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Solutions 4 Wealth

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