Tandem Wealth Advisors »

Utilities SPDR shares owned by Tandem Wealth Advisors

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

Historical chart of Tandem Wealth Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Utilities SPDR by Tandem Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $688k 16k 42.69
2025-09-30 $584k 6.7k 87.21
2025-06-30 $443k 5.4k 81.66
2025-03-31 $430k 5.5k 78.85
2024-12-31 $367k 4.8k 75.69

More positions owned by Tandem Wealth Advisors

iShares Core U.S. Aggregate Bond ETF Etf (AGG)
SPDR S&P Mid Cap 400 ETF Etf (MDY)
iShares MSCI EAFE ETF Etf (EFA)
Spdr S&p 500 Etf Etf (SPY)
iShares Core Dividend Growth ETF Etf (DGRO)
iShares MBS ETF Etf (MBB)
Vanguard Short-Term Corporate Bond Index Fund ETF Etf (VCSH)
Invesco S&P 500 Equal Weight ETF Etf (RSP)
iShares MSCI Emerging Markets ETF Etf (EEM)
Vanguard Information Technology Index Fund ETF Etf (VGT)
Vanguard Total Stock Market ETF Etf (VTI)
Vanguard Financials Index Fund ETF Etf (VFH)
Vanguard Total Bond Market ETF Etf (BND)
Amazon Stock (AMZN)
Apple Stock (AAPL)

View all positions for Tandem Wealth Advisors

Top funds holding Utilities SPDR

UBS Group
LPL Financial
Wells Fargo & Company
Barclays
Jane Street
Susquehanna International
Migdal Insurance & Financial Holdings
Jpmorgan Chase & Co
Millennium Management
Envestnet Asset Management
Goldman Sachs Group
Harel Insurance Investments & Financial Services
Tudor Investment Corporation
Menora Mivtachim Holdings
Citadel Advisors

View all funds holding Utilities SPDR