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Utilities SPDR shares owned by KWB Wealth

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

Historical chart of KWB Wealth investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by KWB Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $258k 3.3k 78.84
2025-03-31 $383k 5.1k 75.70
2024-12-31 $519k 6.4k 80.78

More positions owned by KWB Wealth

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio Agrgte (SPAB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Capital Group Core Balanced SHS (CGBL)

View all positions for KWB Wealth

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