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Utilities SPDR shares owned by Benchmark Financial Wealth Advisors

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

Historical chart of Benchmark Financial Wealth Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Benchmark Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $236k 3.1k 75.69
2024-09-30 $252k 3.1k 80.78
2024-06-30 $212k 3.1k 68.14
2024-03-31 $205k 3.1k 65.65
2023-12-31 $1.4M 22k 63.33
2023-09-30 $2.2M 37k 58.93
2023-06-30 $338k 5.2k 65.44

More positions owned by Benchmark Financial Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)

View all positions for Benchmark Financial Wealth Advisors

Top funds holding Utilities SPDR

Bank of America Corporation
Goldman Sachs Group
Citadel Advisors
Susquehanna International
Jane Street
LPL Financial
Bessemer
Bnp Paribas Arbitrage, Snc
Millennium Management
Menora Mivtachim Holdings
Royal Bank of Canada
Envestnet Asset Management
Barclays
UBS Group
Migdal Insurance & Financial Holdings

View all funds holding Utilities SPDR