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Utilities SPDR shares owned by Concentrum Wealth Management

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

Historical chart of Concentrum Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Concentrum Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $234k 2.9k 80.79
2022-06-30 $205k 2.9k 70.25
2022-03-31 $201k 2.7k 74.58

More positions owned by Concentrum Wealth Management

Meta Platforms Inc Cl A Stock (META)
Nvidia Corp Stock (NVDA)
Apple Stock (AAPL)
Powershares Qqq Tr Etf (QQQ)
First Tr Exchange Traded Fd Vi Dorsey Wright Focus 5 Etf Etf (FV)
First Tr Exchange Traded Fd Db Strategic Value Index Etf (FTCS)
Advanced Micro Devices Stock (AMD)
First Trust Value Line Dividend Index Fund Etf (FVD)
Microsoft Stock (MSFT)
Tesla Motors Stock (TSLA)
Ishares Semiconductor Etf Etf (SOXX)
Adobe Sys Stock (ADBE)
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)

View all positions for Concentrum Wealth Management

Top funds holding Utilities SPDR

Bank of America Corporation
International Assets Investment Management
Morgan Stanley
Goldman Sachs Group
Citadel Advisors
Susquehanna International
Jane Street
LPL Financial
Bessemer
Bnp Paribas Arbitrage, Snc
Harel Insurance Investments & Financial Services
Royal Bank of Canada
Envestnet Asset Management
Barclays
Migdal Insurance & Financial Holdings

View all funds holding Utilities SPDR