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Utilities SPDR shares owned by Legacy Wealth Planning

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

Historical chart of Legacy Wealth Planning investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Legacy Wealth Planning

Quarter filed Position value Share count Share price at filing
2022-09-30 $204k 3.1k 65.49
2022-06-30 $232k 3.3k 69.98

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Pacer Fds Tr Us Cash Cows 100 (COWZ)
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Microsoft Corporation (MSFT)
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Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Charles River Laboratories (CRL)
Nuveen Mun High Income Opp F (NMZ)

View all positions for Legacy Wealth Planning

Top funds holding Utilities SPDR

Bank of America Corporation
Goldman Sachs Group
Citadel Advisors
Susquehanna International
Jane Street
LPL Financial
Bessemer
Bnp Paribas Arbitrage, Snc
Millennium Management
Menora Mivtachim Holdings
Royal Bank of Canada
Envestnet Asset Management
Barclays
UBS Group
Migdal Insurance & Financial Holdings

View all funds holding Utilities SPDR