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Utilities SPDR shares owned by IMG Wealth Management

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

Historical chart of IMG Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by IMG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4k 50 87.46
2025-06-30 $4.1k 50 81.36
2025-03-31 $3.9k 49 79.61
2024-12-31 $3.7k 49 75.88

More positions owned by IMG Wealth Management

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange Traded Dj Glbl Divid (FGD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Innovator Etfs Trust Us Eqty Ultra B (UOCT)
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)

View all positions for IMG Wealth Management

Top funds holding Utilities SPDR

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
Raymond James Financial

View all funds holding Utilities SPDR