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Utilities SPDR shares owned by Fountainhead AM

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

Historical chart of Fountainhead AM investment in Utilities SPDR

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

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Quarterly reported holdings in Utilities SPDR by Fountainhead AM

Quarter filed Position value Share count Share price at filing
2025-09-30 $273k 3.1k 87.21
2025-06-30 $255k 3.1k 81.65
2025-03-31 $249k 3.2k 78.84

More positions owned by Fountainhead AM

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Large Cap Etf (VV)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation Put Option (NVDA)
Apple (AAPL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Fountainhead AM

Top funds holding Utilities SPDR

Morgan Stanley
Jpmorgan Chase & Co
LPL Financial
Jane Street
Millennium Management
UBS Group
Susquehanna International
Tudor Investment Corporation
Wells Fargo & Company
Citadel Advisors
Royal Bank of Canada
Balyasny Asset Management
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
Menora Mivtachim Holdings

View all funds holding Utilities SPDR