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Utilities SPDR shares owned by Power Wealth Management

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

Historical chart of Power Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Power Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $365k 4.8k 75.69
2024-09-30 $7.3M 91k 80.78
2024-03-31 $4.9M 75k 65.65
2023-12-31 $4.3M 68k 63.33

More positions owned by Power Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr National Mun Etf (MUB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Power Wealth Management

Top funds holding Utilities SPDR

Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Citadel Advisors
Bessemer
Jane Street
UBS Group
Susquehanna International
LPL Financial
Capital Fund Management
Menora Mivtachim Holdings
Balyasny Asset Management
Demars Financial Group
Millennium Management
Caisse de depot et placement du Quebec

View all funds holding Utilities SPDR