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Utilities SPDR shares owned by AssuredPartners Investment Advisors

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by AssuredPartners Investment Advisors from 13F filings

Historical chart of AssuredPartners Investment Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by AssuredPartners Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by AssuredPartners Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$359k	7.8k	46.17

More positions owned by AssuredPartners Investment Advisors

Spdr Series Trust State Street Spd (BIL)

Vanguard Index Fds Large Cap Etf (VV)

Fidelity Covington Trust High Divid Etf (FDVV)

Fidelity Covington Trust Blue Chip Grwth (FBCG)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Spdr Series Trust State Street Spd (SPTM)

Alphabet Cap Stk Cl A (GOOGL)

Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

NVIDIA Corporation (NVDA)

Microsoft Corporation (MSFT)

Ishares Tr Core Msci Total (IXUS)

Ishares Tr Us Sml Cap Eqt (SMLF)

JPMorgan Chase & Co. (JPM)

L3harris Technologies (LHX)

View all positions for AssuredPartners Investment Advisors

Top funds holding Utilities SPDR

Bank of America Corporation

Wells Fargo & Company

Millennium Management

Susquehanna International

Tudor Investment Corporation

Envestnet Asset Management

Ameriprise Financial

Raymond James Financial

Citadel Advisors

View all funds holding Utilities SPDR

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