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Utilities SPDR shares owned by OakTrust Wealth Advisors

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

Historical chart of OakTrust Wealth Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by OakTrust Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $465k 11k 42.69

More positions owned by OakTrust Wealth Advisors

Spdr Series Trust State Street Spd (SPTS)
Ishares U S Etf Tr Short Duration B (NEAR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (BILS)
First Tr Exchange-traded Smid Risng Etf (SDVY)

View all positions for OakTrust Wealth Advisors

Top funds holding Utilities SPDR

UBS Group
LPL Financial
Wells Fargo & Company
Barclays
Jane Street
Susquehanna International
Migdal Insurance & Financial Holdings
Jpmorgan Chase & Co
Millennium Management
Envestnet Asset Management
Goldman Sachs Group
Harel Insurance Investments & Financial Services
Tudor Investment Corporation
Menora Mivtachim Holdings
Citadel Advisors

View all funds holding Utilities SPDR