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Utilities SPDR shares owned by Topsail Wealth Management

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

Historical chart of Topsail Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Topsail Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 200 87.21
2025-06-30 $16k 200 81.66
2025-03-31 $16k 200 78.85

More positions owned by Topsail Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Cincinnati Financial Corporation (CINF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for Topsail Wealth Management

Top funds holding Utilities SPDR

Jpmorgan Chase & Co
LPL Financial
Jane Street
Millennium Management
UBS Group
Susquehanna International
Tudor Investment Corporation
Wells Fargo & Company
Citadel Advisors
Royal Bank of Canada
Balyasny Asset Management
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
Menora Mivtachim Holdings
Raymond James Financial

View all funds holding Utilities SPDR