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Utilities SPDR shares owned by Peloton Wealth Strategists

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

Historical chart of Peloton Wealth Strategists investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Peloton Wealth Strategists

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 2.5k 87.09

More positions owned by Peloton Wealth Strategists

Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)
Amazon Stock (AMZN)
Mastercard Incorporated Cl A Stock (MA)
Microsoft Corp Stock (MSFT)
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)
Jpmorgan Chase & Co Stock (JPM)
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)
Rtx Corporation Stock (RTX)
Thermo Fisher Scientific Stock (TMO)
Salesforce Stock (CRM)
Goldman Sachs Group Stock (GS)

View all positions for Peloton Wealth Strategists

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