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Utilities SPDR shares owned by VCI Wealth Management

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

Historical chart of VCI Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by VCI Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $329k 7.7k 42.69
2025-09-30 $537k 6.2k 87.21
2025-06-30 $558k 6.8k 81.66
2025-03-31 $490k 6.2k 78.85

More positions owned by VCI Wealth Management

Ishares Gold Tr Ishares New (IAU)
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Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Amazon (AMZN)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Broadcom (AVGO)
Meta Platforms Cl A (META)

View all positions for VCI Wealth Management

Top funds holding Utilities SPDR

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

View all funds holding Utilities SPDR