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Utilities SPDR shares owned by Angeles Wealth Management

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

Historical chart of Angeles Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Angeles Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $52k 600 87.21
2025-06-30 $49k 600 81.66
2025-03-31 $47k 600 78.85
2024-12-31 $117k 1.6k 75.69

More positions owned by Angeles Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ares Management Corporation Cl A Com Stk (ARES)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Msci Jpn Etf New (EWJ)

View all positions for Angeles Wealth Management

Top funds holding Utilities SPDR

Morgan Stanley
Jpmorgan Chase & Co
LPL Financial
Jane Street
Millennium Management
UBS Group
Susquehanna International
Tudor Investment Corporation
Wells Fargo & Company
Citadel Advisors
Royal Bank of Canada
Balyasny Asset Management
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
Menora Mivtachim Holdings

View all funds holding Utilities SPDR