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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
2024-09-30 $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)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p Biotech (XBI)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ares Management Corporation Cl A Com Stk (ARES)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Omnia Family Wealth

Top funds holding Utilities SPDR

Bank of America Corporation
International Assets Investment Management
Morgan Stanley
Goldman Sachs Group
Citadel Advisors
Susquehanna International
Jane Street
LPL Financial
Bessemer
Bnp Paribas Arbitrage, Snc
Harel Insurance Investments & Financial Services
Royal Bank of Canada
Envestnet Asset Management
Barclays
Migdal Insurance & Financial Holdings

View all funds holding Utilities SPDR