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Utilities SPDR shares owned by Advyzon Investment Management

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

Historical chart of Advyzon Investment Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Advyzon Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $957k 11k 87.21
2025-06-30 $1.5M 19k 81.66
2025-03-31 $447k 5.7k 78.85

More positions owned by Advyzon Investment Management

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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ea Series Trust Strive 1000 Grwt (STXG)
Ea Series Trust Strive 1000 Valu (STXV)
Vanguard Index Fds Mid Cap Etf (VO)
Graniteshares Gold Tr Shs Ben Int (BAR)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Technology (XLK)
Ea Series Trust Strive Enhanced (BUXX)

View all positions for Advyzon Investment Management

Top funds holding Utilities SPDR

Morgan Stanley
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UBS Group
Susquehanna International
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Balyasny Asset Management
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
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View all funds holding Utilities SPDR