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Utilities SPDR shares owned by Milestones Private Investment Advisors

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Milestones Private Investment Advisors from 13F filings

Historical chart of Milestones Private Investment Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Milestones Private Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Milestones Private Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 4.8k 42.69
2025-09-30 $208k 2.4k 87.21

More positions owned by Milestones Private Investment Advisors

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vaneck Etf Trust Semiconductr Etf (SMH)
First Tr Exchange Traded Utilities Alph (FXU)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Msci Usa Quality (GARP)
Select Sector Spdr Tr State Street Tec (XLK)
Select Sector Spdr Tr State Street Con (XLY)
Apple (AAPL)
First Tr Exchange Traded Consumr Staple (FXG)
Select Sector Spdr Tr State Street Hea (XLV)
Select Sector Spdr Tr State Street Ene (XLE)
World Gold Tr Spdr Gld Minis (GLDM)
First Tr Exchange-traded SHS (FDL)
Microsoft Corporation (MSFT)

View all positions for Milestones Private Investment Advisors

Top funds holding Utilities SPDR

UBS Group
Migdal Insurance & Financial Holdings
Jpmorgan Chase & Co
LPL Financial
Jane Street
Millennium Management
Susquehanna International
Tudor Investment Corporation
Wells Fargo & Company
Citadel Advisors
Royal Bank of Canada
Balyasny Asset Management
Factory Mutual Insurance Company
Branch Banking & Trust Company
Envestnet Asset Management

View all funds holding Utilities SPDR