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Utilities SPDR shares owned by Warner Financial

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

Historical chart of Warner Financial investment in Utilities SPDR

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

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Quarterly reported holdings in Utilities SPDR by Warner Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $263k 4.0k 65.59
2023-12-31 $212k 3.3k 63.40

More positions owned by Warner Financial

Vanguard Large Cap Value Index ETF Etf (VTV)
Vanguard Large Cap Growth Index ETF Etf (VUG)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Vanguard Dividend Appreciation Index ETF Etf (VIG)
Invesco QQQ ETF Etf (QQQ)
Vanguard Mid Cap Index ETF Etf (VO)
Schwab US Large Cap Growth ETF Etf (SCHG)
Vanguard S&P 500 ETF Etf (VOO)
iShares Edge MSCI USA Quality Factor ETF Etf (QUAL)
Schwab International Equity ETF Etf (SCHF)
Vanguard Small Cap Index ETF Etf (VB)
iShares Core S&P 500 ETF Etf (IVV)
Vanguard Small Cap Value Index ETF Etf (VBR)
Vanguard Total International Stock ETF Etf (VXUS)
Vanguard Small Cap Growth Index ETF Etf (VBK)

View all positions for Warner 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