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Utilities SPDR shares owned by Jessup Wealth Management

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

Historical chart of Jessup Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Jessup Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.7k 203 42.67

More positions owned by Jessup Wealth Management

Amazon.com Common Stock (AMZN)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Alphabet Common Stock (GOOGL)
SPDR Bloomberg Barclays High yield Bond ETF Etf (JNK)
Tesla Common Stock (TSLA)
iShares 7-10 Year Treasury Bond ETF Etf (IEF)
Alibaba Group Holding Common Stock (BABA)
Kkr & Co Common Stock (KKR)
Advanced Micro Devices Common Stock (AMD)
UnitedHealth Group Common Stock (UNH)
Vanguard Extended Market Index Fund ETF Shares Etf (VXF)
Invesco China Technology ETF Etf (CQQQ)
Equitable Holdings Common Stock (EQH)
Merck & Co Common Stock (MRK)

View all positions for Jessup Wealth Management

Top funds holding Utilities SPDR

UBS Group
LPL Financial
Wells Fargo & Company
Barclays
Jane Street
Susquehanna International
Migdal Insurance & Financial Holdings
Jpmorgan Chase & Co
Raymond James Financial
Millennium Management
Envestnet Asset Management
Goldman Sachs Group
Harel Insurance Investments & Financial Services
Tudor Investment Corporation
Menora Mivtachim Holdings

View all funds holding Utilities SPDR