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Utilities SPDR shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-03-31 $456k 6.6k 69.03
2022-12-31 $526k 7.5k 70.50
2022-09-30 $494k 7.5k 65.51
2022-06-30 $422k 6.0k 70.13
2022-03-31 $218k 2.9k 74.46

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Tesla Motors (TSLA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard World Fds Inf Tech Etf (VGT)
Meta Platforms Cl A (META)

View all positions for National Wealth Management Group

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
Migdal Insurance & Financial Holdings
Wolverine Trading
Raymond James & Associates
Factory Mutual Insurance Company

View all funds holding Utilities SPDR