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Utilities SPDR shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.9M 193k 45.89
2024-12-31 $22M 285k 75.69
2019-12-31 $2.4M 37k 64.63

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Ameris Ban (ABCB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Index Shs Fds State Street Spd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor Alliance

Top funds holding Utilities SPDR

Bank of America Corporation
UBS Group
Morgan Stanley
LPL Financial
Jane Street
Wells Fargo & Company
Barclays
Millennium Management
Susquehanna International
Tudor Investment Corporation
Envestnet Asset Management
Ameriprise Financial
Citigroup
Raymond James Financial
Citadel Advisors

View all funds holding Utilities SPDR