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Utilities SPDR shares owned by Vilga Financial Planning

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

Historical chart of Vilga Financial Planning investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Vilga Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $381k 8.3k 45.89
2025-12-31 $350k 8.2k 42.69

More positions owned by Vilga Financial Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr State Street Tec (XLK)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Index Fds Value Etf (VTV)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Vilga Financial Planning

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