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Utilities SPDR shares owned by Bbjs Financial Advisors

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

Historical chart of Bbjs Financial Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Bbjs Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.1M 65k 63.33
2023-09-30 $3.9M 67k 58.93
2023-06-30 $2.2M 34k 65.44

More positions owned by Bbjs Financial Advisors

Atlassian Corporation Cl A (TEAM)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr Gl Clean Ene Etf (ICLN)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Bbjs Financial Advisors

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