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Utilities SPDR shares owned by WNY Asset Management

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by WNY Asset Management from 13F filings

Historical chart of WNY Asset Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by WNY Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by WNY Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 215k 65.65
2023-12-31 $706k 11k 63.33
2023-09-30 $609k 10k 58.93

More positions owned by WNY Asset Management

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Ishares Tr Core High Dv Etf (HDV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
T Rowe Price Etf Price Div Grwt (TDVG)
Apple (AAPL)
Select Sector Spdr Tr Energy (XLE)

View all positions for WNY Asset Management

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