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Utilities SPDR shares owned by Madison Wealth Partners

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

Historical chart of Madison Wealth Partners investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Madison Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $246k 5.4k 45.34

More positions owned by Madison Wealth Partners

Ishares Tr Core S&p Us Gwt (IUSG)
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p Us Vlu (IUSV)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Madison Wealth Partners

Top funds holding Utilities SPDR

Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Jane Street
UBS Group
LPL Financial
Wells Fargo & Company
Susquehanna International
Royal Bank of Canada
Tudor Investment Corporation
Millennium Management
Ameriprise Financial
Bnp Paribas Arbitrage, Snc
Raymond James Financial
Goldman Sachs Group

View all funds holding Utilities SPDR