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Utilities SPDR shares owned by Braeburn Wealth Management

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

Historical chart of Braeburn Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Braeburn Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.1M 118k 42.69

More positions owned by Braeburn Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Gold Tr Ishares New (IAU)
Fidelity Covington Trust Int Vl Fct Etf (FIVA)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr State Street Uti (XLU)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Amazon (AMZN)
Spdr Series Trust State Street Spd (XBI)
Simon Property (SPG)

View all positions for Braeburn Wealth Management

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