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Utilities SPDR shares owned by Vantage Financial Partners

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Vantage Financial Partners from 13F filings

Historical chart of Vantage Financial Partners investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Vantage Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Vantage Financial Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.6M 77k 58.93
2017-12-31 $3.3M 63k 52.88
2017-03-31 $4.5M 87k 51.16

More positions owned by Vantage Financial Partners

Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Equities (SPY)
Ishares Msci Eafe Etf Equities (EFA)
Invesco Qqq Tr Unit Ser 1 Equities (QQQ)
Innovator Etfs Tr Us Eqty Pwr Buf Equities (PJUN)
Ishares Russell 2000 Etf Equities (IWM)
Ishares Trust Msci Emg Mkts Etf Usd Dis Equities (EEM)
Ishares Tr 20 Yr Tr Bd Etf Equities (TLT)
Spdr S&p Midcap 400 Etf Equities (MDY)
Utilities Select Sector Spdr Fund Equities (XLU)
Capital Group Core Equity Etf Shs Creation Uni Equities (CGUS)
Fidelity Total Bond Etf Equities (FBND)
Alphabet Inc Cap Stk Cl C Equities (GOOG)
Ishares Core S&p Small-cap E Equities (IJR)
Select Sector Spdr Tr Financial Equities (XLF)
Amazon.com Equities (AMZN)

View all positions for Vantage Financial Partners

Top funds holding Utilities SPDR

Goldman Sachs Group
Bank of America Corporation
Citadel Advisors
UBS Group
Wells Fargo & Company
Caisse de depot et placement du Quebec
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Citigroup
Healthcare Of Ontario Pension Plan Trust Fund
Jpmorgan Chase & Co
Migdal Insurance & Financial Holdings
Wolverine Trading
Raymond James & Associates
Factory Mutual Insurance Company

View all funds holding Utilities SPDR