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Utilities SPDR shares owned by Lionsbridge Wealth Management

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

Historical chart of Lionsbridge Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Lionsbridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.7M 23k 75.69
2024-09-30 $2.0M 25k 80.78
2024-06-30 $1.7M 25k 68.14
2019-12-31 $13k 209 62.20

More positions owned by Lionsbridge Wealth Management

Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Select Sector Spdr Tr Financial (XLF)
Quanta Services (PWR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr Ultra Short-term (ICSH)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)

View all positions for Lionsbridge Wealth Management

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
Healthcare Of Ontario Pension Plan Trust Fund

View all funds holding Utilities SPDR