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Utilities SPDR shares owned by Cura Wealth Advisors

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

Historical chart of Cura Wealth Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Cura Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $259k 5.7k 45.34

More positions owned by Cura Wealth Advisors

Abbvie (ABBV)
Fs Kkr Capital Corp (FSK)
Abbott Laboratories (ABT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Midcap Financial Invstmnt Com New (MFIC)
Apple (AAPL)
Ares Coml Real Estate (ACRE)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Vanguard Index Fds Total Stk Mkt (VTI)
Nuveen Insured Tax-Free Adv Munici (NEA)
Ishares Tr 0-3 Mth Treasury (SGOV)
Blackrock Muniyield Quality Fund (MQY)
Apollo Commercial Real Est. Finance (ARI)
Granite Pt Mtg Tr Com Stk (GPMT)
Eaton Vance Municipal Bond Fund (EIM)

View all positions for Cura Wealth Advisors

Top funds holding Utilities SPDR

Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Jane Street
UBS Group
LPL Financial
Wells Fargo & Company
Susquehanna International
Royal Bank of Canada
Tudor Investment Corporation
Millennium Management
Ameriprise Financial
Bnp Paribas Arbitrage, Snc
Raymond James Financial
Goldman Sachs Group

View all funds holding Utilities SPDR