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Utilities SPDR shares owned by Soltis Investment Advisors

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

Historical chart of Soltis Investment Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Soltis Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $615k 9.4k 65.65
2023-12-31 $495k 7.8k 63.33
2023-06-30 $246k 3.8k 65.44

More positions owned by Soltis Investment Advisors

Microsoft Corporation (MSFT)
Merit Medical Systems (MMSI)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Security Natl Finl Corp Cl A New (SNFCA)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ready Cap Corp Com reit (RC)
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Soltis Investment Advisors

Top funds holding Utilities SPDR

Goldman Sachs Group
Bank of America Corporation
Citadel Advisors
UBS Group
Wells Fargo & Company
Susquehanna International
Caisse de depot et placement du Quebec
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Citigroup
Healthcare Of Ontario Pension Plan Trust Fund
Jpmorgan Chase & Co
Wolverine Trading
Raymond James & Associates
Factory Mutual Insurance Company

View all funds holding Utilities SPDR