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Utilities SPDR shares owned by Clientfirst Wealth Management

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

Historical chart of Clientfirst Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Clientfirst Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $429k 4.9k 87.21
2025-06-30 $402k 4.9k 81.66
2025-03-31 $428k 5.4k 78.85
2024-12-31 $373k 4.9k 75.69
2022-06-30 $273k 3.9k 70.18
2022-03-31 $289k 3.9k 74.29
2021-12-31 $285k 3.9k 73.26

More positions owned by Clientfirst Wealth Management

Dillards Cl A (DDS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Clientfirst Wealth Management

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
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
Menora Mivtachim Holdings
Raymond James Financial

View all funds holding Utilities SPDR