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Utilities SPDR shares owned by Segment Wealth Management

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

Historical chart of Segment Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Segment Wealth Management

Quarter filed Position value Share count Share price at filing
2013-03-31 $1.3M 32k 39.12
2012-12-31 $1.0M 30k 34.92

More positions owned by Segment Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ge Vernova (GEV)
Broadcom (AVGO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Asml Hldg Nv N Y Registry Shs (ASML)
Wal-Mart Stores (WMT)
Caterpillar (CAT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
McKesson Corporation (MCK)

View all positions for Segment Wealth Management

Top funds holding Utilities SPDR

Bank of America Corporation
UBS Group
Morgan Stanley
LPL Financial
Jane Street
Wells Fargo & Company
Barclays
Millennium Management
Susquehanna International
Tudor Investment Corporation
Envestnet Asset Management
Ameriprise Financial
Citigroup
Raymond James Financial
Citadel Advisors

View all funds holding Utilities SPDR