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Utilities SPDR shares owned by Kassira Wealth Management

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

Historical chart of Kassira Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Kassira Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 17k 87.21

More positions owned by Kassira Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Exxon Mobil Corporation (XOM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
British Amern Tob Sponsored Adr (BTI)
Pfizer (PFE)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr Series Trust S&p Biotech (XBI)
Cloudflare Cl A Com (NET)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Kassira Wealth Management

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