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Utilities SPDR shares owned by Strategic Wealth Designers

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

Historical chart of Strategic Wealth Designers investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Strategic Wealth Designers

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.2M 77k 81.43

More positions owned by Strategic Wealth Designers

Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Apple (AAPL)
Exchange Listed Fds Tr Bancreek Us Larg (BCUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Procter & Gamble Company (PG)

View all positions for Strategic Wealth Designers

Top funds holding Utilities SPDR

Bank of America Corporation
International Assets Investment Management
Morgan Stanley
Goldman Sachs Group
Citadel Advisors
Susquehanna International
Jane Street
LPL Financial
Bessemer
Bnp Paribas Arbitrage, Snc
Harel Insurance Investments & Financial Services
Royal Bank of Canada
Envestnet Asset Management
Barclays
Migdal Insurance & Financial Holdings

View all funds holding Utilities SPDR