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Utilities SPDR shares owned by Marks Wealth

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

Historical chart of Marks Wealth investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Marks Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 182k 80.78

More positions owned by Marks Wealth

J P Morgan Exchange Traded F Equity Premium (JEPI)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard World Consum Dis Etf (VCR)
Spdr Gold Tr Gold Shs (GLD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Core Msci Emkt (IEMG)
Vanguard World Industrial Etf (VIS)
Ishares Tr Us Home Cons Etf (ITB)
Global X Fds Us Infr Dev Etf (PAVE)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Microsoft Corporation (MSFT)

View all positions for Marks Wealth

Top funds holding Utilities SPDR

Bank of America Corporation
International Assets Investment Management
Morgan Stanley
Goldman Sachs Group
Citadel Advisors
Susquehanna International
Jane Street
LPL Financial
Bessemer
Bnp Paribas Arbitrage, Snc
Harel Insurance Investments & Financial Services
Royal Bank of Canada
Envestnet Asset Management
Barclays
Migdal Insurance & Financial Holdings

View all funds holding Utilities SPDR