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Utilities SPDR shares owned by Novak Financial Planning

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Novak Financial Planning from 13F filings

Historical chart of Novak Financial Planning investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Novak Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Novak Financial Planning

Quarter filed Position value Share count Share price at filing
2021-06-30 $1.6M 26k 63.21
2021-03-31 $1.7M 26k 64.05
2020-12-31 $1.6M 25k 62.72

More positions owned by Novak Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Novak Financial Planning

Top funds holding Utilities SPDR

Morgan Stanley
Jpmorgan Chase & Co
LPL Financial
Jane Street
Millennium Management
UBS Group
Susquehanna International
Tudor Investment Corporation
Wells Fargo & Company
Citadel Advisors
Royal Bank of Canada
Balyasny Asset Management
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
Menora Mivtachim Holdings

View all funds holding Utilities SPDR