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Utilities SPDR shares owned by Stapp Wealth Management, P

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

Historical chart of Stapp Wealth Management, P investment in Utilities SPDR

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

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Quarterly reported holdings in Utilities SPDR by Stapp Wealth Management, P

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.3M 34k 39.44
2022-12-31 $1.7M 25k 70.48
2022-09-30 $1.8M 28k 65.49

More positions owned by Stapp Wealth Management, P

Ea Series Trust Mili Long Sh Etf (ORR)
Wisdomtree Tr Efficient Gld Pl (GDE)
Northern Lts Fd Tr Ii Weitz Core Plus (WCPB)
Tidal Trust Ii Blue Ch Asse Etf (TFPN)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Series Trust Sp O&g Expl Pro (XOP)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Tidal Trust Ii Return Stckd Us (RSST)
Tidal Trust Ii Retu Sta Bds Etf (RSBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
Virtus Etf Tr Ii Newfleet Abs Mbs (VABS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Doubleline Etf Trust Commercial Real (DCRE)
Vanguard World Energy Etf (VDE)
Global X Fds 1 3 Mo T Bi Et (CLIP)

View all positions for Stapp Wealth Management, P

Top funds holding Utilities SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Jane Street
UBS Group
LPL Financial
Wells Fargo & Company
Susquehanna International
Royal Bank of Canada
Tudor Investment Corporation
Millennium Management
Ameriprise Financial
Bnp Paribas Arbitrage, Snc
Raymond James Financial
Goldman Sachs Group
Citadel Advisors

View all funds holding Utilities SPDR