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Utilities SPDR shares owned by Spartan Planning & Wealth Management

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

Historical chart of Spartan Planning & Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $11k 176 63.33

More positions owned by Spartan Planning & Wealth Management

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Etf Ser Solutions Clearshs Ultra (OPER)
Listed Fd Tr Swan Hedged Eqty (HEGD)
Tidal Tr Ii Blueprint Chesap (TFPN)
Ishares Tr Cre U S Reit Etf (USRT)
Amazon (AMZN)
Ishares Tr Short Treas Bd (SHV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Treas Bd Etf (GOVT)
Meta Platforms Cl A (META)

View all positions for Spartan Planning & Wealth Management

Top funds holding Utilities SPDR

Bank of America Corporation
Goldman Sachs Group
Citadel Advisors
Susquehanna International
Jane Street
LPL Financial
Bessemer
Bnp Paribas Arbitrage, Snc
Millennium Management
Menora Mivtachim Holdings
Royal Bank of Canada
Envestnet Asset Management
Barclays
UBS Group
Migdal Insurance & Financial Holdings

View all funds holding Utilities SPDR