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Utilities SPDR shares owned by New England Private Wealth Advisors

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by New England Private Wealth Advisors from 13F filings

Historical chart of New England Private Wealth Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $215k 5.0k 42.69
2014-09-30 $368k 8.7k 42.09
2014-06-30 $774k 18k 44.27
2014-03-31 $725k 18k 41.47

More positions owned by New England Private Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded SHS (FVD)
Broadstone Net Lease (BNL)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Profesionally Managed Portfo Akre Focus Etf (AKRE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Future Exponenti (XT)

View all positions for New England Private Wealth Advisors

Top funds holding Utilities SPDR

UBS Group
LPL Financial
Wells Fargo & Company
Barclays
Tudor Investment Corporation
Millennium Management
Jane Street
Susquehanna International
Citadel Advisors
Migdal Insurance & Financial Holdings
Balyasny Asset Management
Raymond James Financial
Ameriprise Financial
Envestnet Asset Management
Goldman Sachs Group

View all funds holding Utilities SPDR