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Utilities SPDR shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $36k 790 45.89

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Utilities SPDR

Bank of America Corporation
UBS Group
Morgan Stanley
LPL Financial
Jane Street
Wells Fargo & Company
Barclays
Millennium Management
Susquehanna International
Tudor Investment Corporation
Envestnet Asset Management
Ameriprise Financial
Citigroup
Raymond James Financial
Citadel Advisors

View all funds holding Utilities SPDR