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Utilities SPDR shares owned by SVA Plumb Wealth Management

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by SVA Plumb Wealth Management from 13F filings

Historical chart of SVA Plumb Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by SVA Plumb Wealth Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $2.8M 44k 62.69
2020-09-30 $2.6M 43k 59.37
2020-06-30 $2.0M 35k 56.44
2020-03-31 $1.9M 34k 55.42
2019-12-31 $2.0M 30k 64.63
2019-09-30 $1.8M 27k 64.73
2019-06-30 $1.6M 26k 59.62
2019-03-31 $1.4M 25k 58.15
2018-12-31 $1.0M 20k 52.94
2018-09-30 $787k 15k 52.62
2018-06-30 $732k 14k 51.97

More positions owned by SVA Plumb Wealth Management

Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange-traded F Jpmorgan Diver (JPUS)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Visa Com Cl A (V)
Vanguard Index Fds Growth Etf (VUG)
Johnson & Johnson (JNJ)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for SVA Plumb 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