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CWC Advisors »

Utilities SPDR shares owned by CWC Advisors

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

Historical chart of CWC Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by CWC Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$875k	11k	80.78

More positions owned by CWC Advisors

Vanguard Bd Index Fds Vanguard Ultra (VUSB)

Vanguard Scottsdale Fds Short Term Treas (VGSH)

Vanguard Scottsdale Fds Inter Term Treas (VGIT)

Broadcom (AVGO)

Vanguard Index Fds Sm Cp Val Etf (VBR)

Select Sector Spdr Tr Energy (XLE)

Ishares Tr 20 Yr Tr Bd Etf (TLT)

Blackstone Secd Lending Common Stock (BXSL)

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Affiliated Managers (AMG)

Goldman Sachs (GS)

Select Sector Spdr Tr Sbi Cons Discr (XLY)

Microsoft Corporation (MSFT)

View all positions for CWC Advisors

Top funds holding Utilities SPDR

Bank of America Corporation

Goldman Sachs Group

Citadel Advisors

Susquehanna International

Bnp Paribas Arbitrage, Snc

Millennium Management

Menora Mivtachim Holdings

Royal Bank of Canada

Envestnet Asset Management

Migdal Insurance & Financial Holdings

View all funds holding Utilities SPDR

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