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Biltmore Wealth Management »

Utilities SPDR shares owned by Biltmore Wealth Management

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Biltmore Wealth Management from 13F filings

Historical chart of Biltmore Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Biltmore Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$14M	157k	87.21
2025-06-30	$13M	154k	81.66
2025-03-31	$12M	154k	78.85
2024-12-31	$12M	154k	75.69
2024-09-30	$12M	153k	80.78
2024-06-30	$11M	163k	68.14
2024-03-31	$10M	159k	63.33
2023-12-31	$10M	159k	63.33
2023-09-30	$8.5M	144k	58.93
2023-06-30	$8.4M	128k	65.44
2023-03-31	$8.5M	125k	67.69
2022-12-31	$20M	126k	157.74
2022-09-30	$8.3M	126k	65.51
2022-06-30	$8.9M	128k	70.13
2022-03-31	$10M	134k	74.46
2021-12-31	$9.6M	134k	71.58
2021-09-30	$8.2M	130k	63.23
2021-06-30	$8.2M	130k	63.23
2021-03-31	$7.7M	120k	64.04
2020-12-31	$5.2M	82k	62.70
2020-09-30	$4.6M	81k	56.43
2020-06-30	$4.5M	81k	55.40
2020-03-31	$7.5M	116k	64.62
2019-12-31	$7.5M	116k	64.62
2019-09-30	$7.7M	119k	64.74
2019-06-30	$7.2M	120k	59.63
2019-03-31	$5.1M	87k	58.17
2018-12-31	$5.3M	101k	52.92
2018-09-30	$5.2M	99k	52.65
2018-06-30	$5.1M	99k	51.96
2018-03-31	$5.1M	101k	50.53
2017-12-31	$6.3M	120k	52.68
2017-09-30	$5.6M	105k	53.05
2017-06-30	$5.5M	106k	51.96
2017-03-31	$6.6M	129k	51.31
2016-12-31	$6.3M	129k	48.57
2016-09-30	$11M	225k	48.99
2016-06-30	$12M	228k	52.47
2016-03-31	$11M	225k	49.62

More positions owned by Biltmore Wealth Management

Select Sector Spdr Tr Indl (XLI)

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Select Sector Spdr Tr Sbi Cons Discr (XLY)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Pimco Etf Tr Shtrm Mun Bd Act (SMMU)

Select Sector Spdr Tr Sbi Cons Stpls (XLP)

Select Sector Spdr Tr Sbi Int-utils (XLU)

Ishares Tr Cre U S Reit Etf (USRT)

Select Sector Spdr Tr Sbi Materials (XLB)

Select Sector Spdr Tr Communication (XLC)

Spdr Gold Tr Gold Shs (GLD)

Select Sector Spdr Tr Energy (XLE)

Vanguard Scottsdale Fds Short Term Treas (VGSH)

Spdr Series Trust Bloomberg 1-3 Mo (BIL)

NVIDIA Corporation (NVDA)

View all positions for Biltmore Wealth Management

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