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Utilities SPDR shares owned by Chung Wu Investment Group

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Chung Wu Investment Group from 13F filings

Historical chart of Chung Wu Investment Group investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Chung Wu Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Chung Wu Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $11k 130 87.21
2025-06-30 $11k 130 81.66

More positions owned by Chung Wu Investment Group

Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA)
Neos Nasdaq 100 High Income Etf Nasdaq 100 High (QQQI)
Apple (AAPL)
Neos S&p 500 High Income Etf Neos S&p 500 Hi (SPYI)
JPMorgan Chase & Co. (JPM)
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Unit (SPY)
Antero Midstream Corp antero midstream (AM)
UnitedHealth (UNH)
Exxon Mobil Corporation (XOM)
Goldman Sachs (GS)
Micron Technology (MU)

View all positions for Chung Wu Investment Group

Top funds holding Utilities SPDR

Morgan Stanley
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
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
Menora Mivtachim Holdings

View all funds holding Utilities SPDR