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Utilities SPDR shares owned by Pinnacle Family Advisors

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

Historical chart of Pinnacle Family Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Pinnacle Family Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $928k 12k 80.78
2024-06-30 $446k 6.5k 68.14

More positions owned by Pinnacle Family Advisors

Tidal Tr Ii Pinnacle Focused (FCUS)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
O'reilly Automotive (ORLY)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr 10+ Yr Invst Grd (IGLB)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Us Telecom Etf (IYZ)

View all positions for Pinnacle Family Advisors

Top funds holding Utilities SPDR

Bank of America Corporation
Goldman Sachs Group
Citadel Advisors
Susquehanna International
Jane Street
LPL Financial
Bessemer
Bnp Paribas Arbitrage, Snc
Millennium Management
Menora Mivtachim Holdings
Royal Bank of Canada
Envestnet Asset Management
Barclays
UBS Group
Migdal Insurance & Financial Holdings

View all funds holding Utilities SPDR