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Utilities SPDR shares owned by Ergawealth Advisors

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

Historical chart of Ergawealth Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Ergawealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $271k 5.9k 45.89

More positions owned by Ergawealth Advisors

First Tr Exchange Traded Buywrit Incm Etf (FTHI)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Capital Group New Geography SHS (CGNG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange-traded Cap Strength Etf (FTCS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)

View all positions for Ergawealth Advisors

Top funds holding Utilities SPDR

Bank of America Corporation
UBS Group
Morgan Stanley
LPL Financial
Jane Street
Wells Fargo & Company
Barclays
Millennium Management
Susquehanna International
Tudor Investment Corporation
Envestnet Asset Management
Ameriprise Financial
Citigroup
Raymond James Financial
Citadel Advisors

View all funds holding Utilities SPDR