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Utilities SPDR shares owned by Fortem Financial Group

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Fortem Financial Group from 13F filings

Historical chart of Fortem Financial Group investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Fortem Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Fortem Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 25k 80.78

More positions owned by Fortem Financial Group

Alps Etf Tr Alerian Mlp (AMLP)
Global X Fds Global X Uranium (URA)
NVIDIA Corporation (NVDA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Tesla Motors (TSLA)
Apple (AAPL)
Spdr Ser Tr S&p Metals Mng (XME)
Broadcom (AVGO)
Select Sector Spdr Tr Sbi Materials (XLB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Kla Corp Com New (KLAC)
Dell Technologies CL C (DELL)
Meta Platforms Cl A (META)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for Fortem Financial Group

Top funds holding Utilities SPDR

Bank of America Corporation
International Assets Investment Management
Morgan Stanley
Goldman Sachs Group
Citadel Advisors
Susquehanna International
Jane Street
LPL Financial
Bessemer
Bnp Paribas Arbitrage, Snc
Harel Insurance Investments & Financial Services
Royal Bank of Canada
Envestnet Asset Management
Barclays
Migdal Insurance & Financial Holdings

View all funds holding Utilities SPDR