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Utilities SPDR shares owned by ATX Financial Planning

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by ATX Financial Planning from 13F filings

Historical chart of ATX Financial Planning investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by ATX Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by ATX Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $452k 11k 42.69

More positions owned by ATX Financial Planning

Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Innovator Etfs Trust Equity Mngd 100 (BFRZ)
Innovator Etfs Trust Uncapped Acclrtd (XUSP)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Proshares Tr Ultrapro Qqq (TQQQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for ATX Financial Planning

Top funds holding Utilities SPDR

UBS Group
LPL Financial
Wells Fargo & Company
Barclays
Migdal Insurance & Financial Holdings
Jpmorgan Chase & Co
Jane Street
Millennium Management
Goldman Sachs Group
Susquehanna International
Tudor Investment Corporation
Menora Mivtachim Holdings
Citadel Advisors
Royal Bank of Canada
Balyasny Asset Management

View all funds holding Utilities SPDR