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Utilities SPDR shares owned by Surience Private Wealth

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

Historical chart of Surience Private Wealth investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Surience Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $506k 11k 45.89

More positions owned by Surience Private Wealth

Schwab Strategic Tr Us Dividend Eq (SCHD)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Select Sector Spdr Tr State Street Rea (XLRE)
Alps Etf Tr Alerian Mlp (AMLP)
Select Sector Spdr Tr State Street Ene (XLE)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vaneck Etf Trust Semiconductr Etf (SMH)
Microsoft Corporation (MSFT)
Vanguard Wellington Short Trm Tax Ex (VTES)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Vale S A Sponsored Ads (VALE)

View all positions for Surience Private Wealth

Top funds holding Utilities SPDR

UBS Group
LPL Financial
Wells Fargo & Company
Barclays
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Millennium Management
Jane Street
Susquehanna International
Citadel Advisors
Migdal Insurance & Financial Holdings
Balyasny Asset Management
Raymond James Financial
Ameriprise Financial
Envestnet Asset Management
Goldman Sachs Group

View all funds holding Utilities SPDR