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Utilities SPDR shares owned by FLP Wealth Management

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

Historical chart of FLP Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by FLP Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $601k 13k 45.89
2025-06-30 $201k 2.5k 81.66
2025-03-31 $200k 2.5k 78.85
2024-12-31 $191k 2.5k 75.69

More positions owned by FLP Wealth Management

Wal-Mart Stores (WMT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Sterling Cap Fds National Muni Bd (SCNM)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Sterling Cap Fds Cap Hedged Eqt P (SCEP)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Spdr Series Trust State Street Spd (SPTL)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Sprott Asset Management Physical Gold Tr (PHYS)
Sterling Cap Fds Capital Multi (SCMC)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for FLP Wealth Management

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