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Utilities SPDR shares owned by Clear Retirement Advice

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Clear Retirement Advice from 13F filings

Historical chart of Clear Retirement Advice investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Clear Retirement Advice consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Clear Retirement Advice

Quarter filed Position value Share count Share price at filing
2025-12-31 $287k 6.7k 43.08

More positions owned by Clear Retirement Advice

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Gold Tr Ishares New (IAU)

View all positions for Clear Retirement Advice

Top funds holding Utilities SPDR

UBS Group
LPL Financial
Wells Fargo & Company
Barclays
Jane Street
Susquehanna International
Migdal Insurance & Financial Holdings
Jpmorgan Chase & Co
Millennium Management
Envestnet Asset Management
Goldman Sachs Group
Harel Insurance Investments & Financial Services
Tudor Investment Corporation
Menora Mivtachim Holdings
Citadel Advisors

View all funds holding Utilities SPDR