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Utilities SPDR shares owned by Schneider Downs Wealth Management Advisors

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

Historical chart of Schneider Downs Wealth Management Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Schneider Downs Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $282k 3.2k 87.21
2025-06-30 $264k 3.2k 81.66
2025-03-31 $255k 3.2k 78.85
2024-12-31 $224k 3.0k 75.69
2024-09-30 $331k 4.1k 80.78
2024-06-30 $280k 4.1k 68.14
2024-03-31 $269k 4.1k 65.65
2023-12-31 $260k 4.1k 63.33
2023-09-30 $242k 4.1k 58.93
2023-06-30 $268k 4.1k 65.44
2023-03-31 $278k 4.1k 67.69
2022-12-31 $289k 4.1k 70.50
2022-09-30 $269k 4.1k 65.42
2022-06-30 $289k 4.1k 70.04
2022-03-31 $308k 4.1k 74.56
2021-12-31 $296k 4.1k 71.57
2021-09-30 $264k 4.1k 63.81
2021-06-30 $261k 4.1k 63.23
2021-03-31 $264k 4.1k 63.95
2020-12-31 $258k 4.1k 62.64
2020-09-30 $245k 4.1k 59.49
2020-06-30 $231k 4.1k 56.31
2020-03-31 $227k 4.1k 55.34
2019-12-31 $265k 4.1k 64.60
2019-09-30 $266k 4.1k 64.85
2019-06-30 $245k 4.1k 59.73
2019-03-31 $239k 4.1k 58.26
2018-12-31 $217k 4.1k 52.90
2018-09-30 $216k 4.1k 52.66
2018-06-30 $213k 4.1k 51.93
2018-03-31 $207k 4.1k 50.46
2017-12-31 $216k 4.1k 52.66
2017-09-30 $218k 4.1k 53.14
2017-06-30 $223k 4.3k 52.02
2017-03-31 $220k 4.3k 51.32

More positions owned by Schneider Downs Wealth Management Advisors

Federated Hermes CL B (FHI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr National Mun Etf (MUB)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Income Etf (JPIE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Schneider Downs Wealth Management Advisors

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