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Utilities SPDR shares owned by Fourth Dimension Wealth

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

Historical chart of Fourth Dimension Wealth investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Fourth Dimension Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 14k 87.21
2025-06-30 $1.1M 14k 81.66
2025-03-31 $1.0M 13k 78.85
2024-12-31 $994k 13k 75.72

More positions owned by Fourth Dimension Wealth

Apple Common Stock (AAPL)
Spdr Portfolio MF Closed and MF Open (SPTM)
Technology Select MF Closed and MF Open (XLK)
Janus Henderson MF Closed and MF Open (JMBS)
Spdr Intermediate MF Closed and MF Open (SPTI)
Nvidia Corp Common Stock (NVDA)
Spdr Dow MF Closed and MF Open (DIA)
Vanguard Growth MF Closed and MF Open (VUG)
Amazon Common Stock (AMZN)
Goldman Sachs MF Closed and MF Open (GSLC)
Spdr Developed MF Closed and MF Open (SPDW)
Spdr Portfolio MF Closed and MF Open (SPTS)
Invesco Qqq MF Closed and MF Open (QQQ)
Financial Select MF Closed and MF Open (XLF)
Healthcare Select MF Closed and MF Open (XLV)

View all positions for Fourth Dimension Wealth

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