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Utilities SPDR shares owned by Capstone Wealth Management Group

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

Historical chart of Capstone Wealth Management Group investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 4.7k 42.69

More positions owned by Capstone Wealth Management Group

Apple (AAPL)
Spdr Series Trust State Street Spd (BIL)
Select Sector Spdr Tr State Street Tec (XLK)
Exxon Mobil Corporation (XOM)
Select Sector Spdr Tr State Street Fin (XLF)
NVIDIA Corporation (NVDA)
Ishares Tr Us Aer Def Etf (ITA)
Wheaton Precious Metals Corp (WPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust State Street Spd (BILS)
Vaneck Etf Trust Gold Miners Etf (GDX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Silver Tr Ishares (SLV)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr State Street Hea (XLV)

View all positions for Capstone Wealth Management Group

Top funds holding Utilities SPDR

Jpmorgan Chase & Co
LPL Financial
Jane Street
Millennium Management
UBS Group
Susquehanna International
Tudor Investment Corporation
Wells Fargo & Company
Citadel Advisors
Royal Bank of Canada
Balyasny Asset Management
Factory Mutual Insurance Company
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
Menora Mivtachim Holdings

View all funds holding Utilities SPDR