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Utilities SPDR shares owned by Kw Wealth Management

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

Historical chart of Kw Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Kw Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $859k 9.8k 87.21

More positions owned by Kw Wealth Management

Apple (AAPL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Min Vol (USMV)
Visa Com Cl A (V)
RBB Us Treas 3 Mnth (TBIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Kw 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