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Utilities SPDR shares owned by Rockport Wealth

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

Historical chart of Rockport Wealth investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Rockport Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $562k 8.6k 65.42

More positions owned by Rockport Wealth

Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ)
Intuitive Surgical Com New (ISRG)
Microsoft Corporation (MSFT)
Proshares Vix Short Termfutures Etf Vix Sh Trm Futrs (VIXY)
Proshares Tr S&p 500 Aristocrats Etf S&p 500 Dv Arist (NOBL)
Select Sector Spdr Fd Health Care Sbi Healthcare (XLV)
Capital Group Core Balanced Etf SHS (CGBL)
Rh Hedged Multi-asset Income Etf Adaptive Hdgd Mu (AMAX)
Wisdomtree Tr Largecap Divid Us Largecap Divd (DLN)
J P Morgan Exchange-traded Equity Premium (JEPI)
Ishares Russell Top 200 Growth Etf Rus Tp200 Gr Etf (IWY)
Energy Select Sector Spdr Fund Energy (XLE)
Consumer Staples Spdr Sbi Cons Stpls (XLP)
Amplify High Income Etf Etp High Income (YYY)
Ishares Core S&p Small-cap Etf Core S&p Scp Etf (IJR)

View all positions for Rockport Wealth

Top funds holding Utilities SPDR

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Citadel Advisors
Twin Tree Management
Susquehanna International
Caisse de depot et placement du Quebec
Harel Insurance Investments & Financial Services
UBS Group
D. E. Shaw & Co
LPL Financial
Royal Bank of Canada
Barclays
Envestnet Asset Management
Healthcare Of Ontario Pension Plan Trust Fund

View all funds holding Utilities SPDR