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Utilities SPDR shares owned by Catalytic Wealth RIA

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

Historical chart of Catalytic Wealth RIA investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2026-06-30 $485k 11k 45.34

More positions owned by Catalytic Wealth RIA

Tempus Ai Cl A (TEM)
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Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Samsara Com Cl A (IOT)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Catalytic Wealth RIA

Top funds holding Utilities SPDR

Bank of America Corporation
UBS Group
Morgan Stanley
LPL Financial
Jane Street
Wells Fargo & Company
Susquehanna International
Millennium Management
Tudor Investment Corporation
Barclays
Envestnet Asset Management
Raymond James Financial
Ameriprise Financial
Citigroup
Citadel Advisors

View all funds holding Utilities SPDR