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Utilities SPDR shares owned by Curio Wealth

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

Historical chart of Curio Wealth investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Curio Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.4k 196 42.81

More positions owned by Curio Wealth

Dfa Us Core Equity Market Etf Etf (DFAU)
Dfa S/t Fixed Income Etf Etf (DFSD)
Dfa Global Core Fixed Income Etf Etf (DFGP)
Dfa Int Core Equity Etf Etf (DFAI)
Avantis Intl Core Equity Etf Etf (AVDE)
Dfa Us Small Cap Etf Etf (DFAS)
Dimensional Us Lrge Cp Vctr Etf Etf (DFVX)
Avantis Us Equity Etf Etf (AVUS)
Avantis Emerging Mkt Eq Etf Etf (AVEM)
Dfa Us Real Estate Etf Etf (DFAR)
Dfa Emerging Markets Etf Etf (DFAE)
Avantis Intl Small Value Etf Etf (AVDV)
Dfa Us Core Equity 2 Etf Etf (DFAC)
Avantis Us Small Cap Value Etf Etf (AVUV)
Dfa Core Fixed Income Etf Etf (DFCF)

View all positions for Curio Wealth

Top funds holding Utilities SPDR

UBS Group
LPL Financial
Wells Fargo & Company
Barclays
Tudor Investment Corporation
Millennium Management
Jane Street
Susquehanna International
Citadel Advisors
Migdal Insurance & Financial Holdings
Balyasny Asset Management
Raymond James Financial
Ameriprise Financial
Envestnet Asset Management
Goldman Sachs Group

View all funds holding Utilities SPDR