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Utilities SPDR shares owned by Lake Hills Wealth Management

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

Historical chart of Lake Hills Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Lake Hills Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 26k 80.78
2023-06-30 $5.1M 77k 65.44
2022-12-31 $2.1M 30k 70.50
2022-09-30 $3.5M 54k 65.51
2022-06-30 $7.6M 108k 70.13
2022-03-31 $6.4M 86k 74.46

More positions owned by Lake Hills Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr China Lg-cap Etf (FXI)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Alps Etf Tr Alerian Mlp (AMLP)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Msci Emg Mkt Etf (EEM)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr U.s. Med Dvc Etf (IHI)
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Lake Hills Wealth Management

Top funds holding Utilities SPDR

Bank of America Corporation
Morgan Stanley
Citadel Advisors
Goldman Sachs Group
Bnp Paribas Arbitrage, Snc
Susquehanna International
Barclays
LPL Financial
Harel Insurance Investments & Financial Services
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
Healthcare Of Ontario Pension Plan Trust Fund
Jpmorgan Chase & Co
Twin Tree Management

View all funds holding Utilities SPDR