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Utilities SPDR shares owned by Eq Wealth Advisors

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

Historical chart of Eq Wealth Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Eq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $36k 852 42.69

More positions owned by Eq Wealth Advisors

Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Schwab Us Tips Etf Etf (SCHP)
Capital Group Growth Etf Etf (CGGR)
Dimensional International Value Etf Etf (DFIV)
Vanguard Total International Bond Etf Etf (BNDX)
Dimensional International Small Cap Value Etf Etf (DISV)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Capital Group Municipal Income Etf Etf (CGMU)
Ishares Gold Trust Etf (IAU)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Capital Group Short Duration Income Etf Etf (CGSD)

View all positions for Eq Wealth Advisors

Top funds holding Utilities SPDR

UBS Group
LPL Financial
Wells Fargo & Company
Barclays
Jane Street
Susquehanna International
Migdal Insurance & Financial Holdings
Jpmorgan Chase & Co
Raymond James Financial
Millennium Management
Envestnet Asset Management
Goldman Sachs Group
Harel Insurance Investments & Financial Services
Tudor Investment Corporation
Menora Mivtachim Holdings

View all funds holding Utilities SPDR