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Utilities SPDR shares owned by Arta Finance Wealth Management

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

Historical chart of Arta Finance Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Arta Finance Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.1M 88k 45.89

More positions owned by Arta Finance Wealth Management

Spdr Series Trust State Street Spd (BIL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr State Street Con (XLP)
Ishares Tr TRS FLT RT BD (TFLO)
Proshares Tr Pshs Ult S&p 500 (SSO)
Select Sector Spdr Tr State Street Hea (XLV)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Select Sector Spdr Tr State Street Uti (XLU)

View all positions for Arta Finance Wealth Management

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