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Utilities SPDR shares owned by Talisman Wealth Advisors

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

Historical chart of Talisman Wealth Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Talisman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $409k 5.1k 80.47
2024-06-30 $345k 5.1k 68.15
2024-03-31 $311k 4.7k 65.65

More positions owned by Talisman Wealth Advisors

Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Johnson & Johnson (JNJ)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Talisman Wealth Advisors

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
Healthcare Of Ontario Pension Plan Trust Fund

View all funds holding Utilities SPDR