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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
2025-09-30 $1.7M 19k 87.21
2025-06-30 $1.5M 19k 81.66
2025-03-31 $3.2M 42k 77.13
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

J P Morgan Exchange Traded F Income Etf (JPIE)
Tidal Trust I Fundstrat Granny (GRNY)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Quanta Services (PWR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Select Sector Spdr Tr Financial (XLF)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Gold Tr Gold Shs (GLD)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Lionsbridge 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