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Utilities SPDR shares owned by Alteri Wealth

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

Historical chart of Alteri Wealth investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Alteri Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $255M 5.6k 45893.36

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Exxon Mobil Corp Stock (XOM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Intel Corp Stock (INTC)
Jpmorgan Chase & Co Stock (JPM)
Amgen Stock (AMGN)
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View all positions for Alteri Wealth

Top funds holding Utilities SPDR

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

View all funds holding Utilities SPDR