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Utilities SPDR shares owned by B.A. Schrock Wealth Management

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by B.A. Schrock Wealth Management from 13F filings

Historical chart of B.A. Schrock Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by B.A. Schrock Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $258k 6.5k 39.68

More positions owned by B.A. Schrock Wealth Management

Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Abbvie (ABBV)
Crowdstrike Hldgs Cl A (CRWD)
Micron Technology (MU)
Apple (AAPL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)
Target Corporation (TGT)
NVIDIA Corporation (NVDA)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Uber Technologies (UBER)
Broadcom (AVGO)
Netflix (NFLX)

View all positions for B.A. Schrock Wealth Management

Top funds holding Utilities SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Jane Street
UBS Group
LPL Financial
Wells Fargo & Company
Susquehanna International
Royal Bank of Canada
Tudor Investment Corporation
Millennium Management
Ameriprise Financial
Bnp Paribas Arbitrage, Snc
Raymond James Financial
Goldman Sachs Group
Citadel Advisors

View all funds holding Utilities SPDR