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Utilities SPDR shares owned by Omnia Family Wealth

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

Historical chart of Omnia Family Wealth investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Omnia Family Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.1M 54k 75.69
2024-09-30 $4.7M 59k 80.78
2023-03-31 $3.8M 56k 67.69

More positions owned by Omnia Family Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Latn Amer 40 Etf (ILF)
Ares Management Corporation Cl A Com Stk (ARES)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Omnia Family Wealth

Top funds holding Utilities SPDR

UBS Group
Migdal Insurance & Financial Holdings
Jpmorgan Chase & Co
LPL Financial
Jane Street
Millennium Management
Susquehanna International
Tudor Investment Corporation
Wells Fargo & Company
Citadel Advisors
Royal Bank of Canada
Balyasny Asset Management
Factory Mutual Insurance Company
Branch Banking & Trust Company
Envestnet Asset Management

View all funds holding Utilities SPDR