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Utilities SPDR shares owned by Marietta Wealth Management

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

Historical chart of Marietta Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Marietta Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $325k 5.1k 63.33

More positions owned by Marietta Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Linde SHS (LIN)

View all positions for Marietta Wealth Management

Top funds holding Utilities SPDR

Goldman Sachs Group
Bank of America Corporation
Citadel Advisors
UBS Group
Wells Fargo & Company
Caisse de depot et placement du Quebec
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Citigroup
Healthcare Of Ontario Pension Plan Trust Fund
Jpmorgan Chase & Co
Wolverine Trading
Raymond James & Associates
Factory Mutual Insurance Company
Branch Banking & Trust Company

View all funds holding Utilities SPDR