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Utilities SPDR shares owned by New Wave Wealth Advisors

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

Historical chart of New Wave Wealth Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by New Wave 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 Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.2M 18k 68.14

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Tyson Foods Cl A (TSN)
Apple (AAPL)
Ishares Tr Msci India Etf (INDA)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Ishares Tr Core S&p Us Gwt (IUSG)
NVIDIA Corporation (NVDA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for New Wave Wealth Advisors

Top funds holding Utilities SPDR

Bank of America Corporation
Morgan Stanley
Citadel Advisors
Goldman Sachs Group
Bnp Paribas Arbitrage, Snc
Susquehanna International
Barclays
LPL Financial
Harel Insurance Investments & Financial Services
UBS Group
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
Healthcare Of Ontario Pension Plan Trust Fund
Jpmorgan Chase & Co

View all funds holding Utilities SPDR