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Utilities SPDR shares owned by Exit Wealth Advisors

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

Historical chart of Exit Wealth Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Exit Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $542k 13k 42.69
2025-09-30 $441k 5.1k 87.21

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View all positions for Exit 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
Ameriprise Financial
Envestnet Asset Management
Goldman Sachs Group
Harel Insurance Investments & Financial Services
Tudor Investment Corporation

View all funds holding Utilities SPDR