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Utilities SPDR shares owned by Allied Private Wealth

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

Historical chart of Allied Private Wealth investment in Utilities SPDR

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

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Quarterly reported holdings in Utilities SPDR by Allied Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $997k 22k 45.36

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View all positions for Allied Private Wealth

Top funds holding Utilities SPDR

Bank of America Corporation
UBS Group
Morgan Stanley
LPL Financial
Jane Street
Wells Fargo & Company
Susquehanna International
Millennium Management
Tudor Investment Corporation
Barclays
Envestnet Asset Management
Raymond James Financial
Ameriprise Financial
Citigroup
Citadel Advisors

View all funds holding Utilities SPDR