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Utilities SPDR shares owned by Sightline Wealth Advisors

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

Historical chart of Sightline Wealth Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Sightline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $290k 3.6k 81.66
2025-03-31 $299k 3.8k 78.84
2024-12-31 $372k 4.9k 75.70

More positions owned by Sightline Wealth Advisors

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Ibonds 27 Etf (IBDS)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Sightline Wealth Advisors

Top funds holding Utilities SPDR

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
Factory Mutual Insurance Company
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
Menora Mivtachim Holdings

View all funds holding Utilities SPDR