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Utilities SPDR shares owned by IAM Advisory

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

Historical chart of IAM Advisory investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by IAM Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $208k 2.6k 80.79

More positions owned by IAM Advisory

Proshares Tr S&p 500 Dv Arist (NOBL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
American Centy Etf Tr Us Quality Grow (QGRO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vaneck Etf Trust Semiconductr Etf (SMH)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Apple (AAPL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Broadcom (AVGO)

View all positions for IAM Advisory

Top funds holding Utilities SPDR

Bank of America Corporation
Goldman Sachs Group
Citadel Advisors
Susquehanna International
Jane Street
LPL Financial
Bessemer
Bnp Paribas Arbitrage, Snc
Millennium Management
Menora Mivtachim Holdings
Royal Bank of Canada
Envestnet Asset Management
Barclays
UBS Group
Migdal Insurance & Financial Holdings

View all funds holding Utilities SPDR