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Utilities SPDR shares owned by Asset Allocation Strategies

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Asset Allocation Strategies from 13F filings

Historical chart of Asset Allocation Strategies investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Asset Allocation Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Asset Allocation Strategies

Quarter filed Position value Share count Share price at filing
2023-09-30 $6.2M 105k 58.93
2023-06-30 $6.6M 100k 65.44
2023-03-31 $1.3M 19k 67.69
2022-12-31 $4.1M 58k 70.50

More positions owned by Asset Allocation Strategies

Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Ishares Tr Global 100 Etf (IOO)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Faln Angls Usd (FALN)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Strategy Ns 7handl Idx (HNDL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Asset Allocation Strategies

Top funds holding Utilities SPDR

Goldman Sachs Group
Bank of America Corporation
Citadel Advisors
UBS Group
Wells Fargo & Company
Caisse de depot et placement du Quebec
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Citigroup
Healthcare Of Ontario Pension Plan Trust Fund
Jpmorgan Chase & Co
Wolverine Trading
Raymond James & Associates
Factory Mutual Insurance Company
Branch Banking & Trust Company

View all funds holding Utilities SPDR