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Utilities SPDR shares owned by Wealth Advisors of Iowa

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

Historical chart of Wealth Advisors of Iowa investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Wealth Advisors of Iowa

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 155k 80.78

More positions owned by Wealth Advisors of Iowa

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Us Vlu (IUSV)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Costco Wholesale Corporation (COST)

View all positions for Wealth Advisors of Iowa

Top funds holding Utilities SPDR

Bank of America Corporation
International Assets Investment Management
Morgan Stanley
Goldman Sachs Group
Citadel Advisors
Susquehanna International
Jane Street
LPL Financial
Bessemer
Bnp Paribas Arbitrage, Snc
Harel Insurance Investments & Financial Services
Royal Bank of Canada
Envestnet Asset Management
Barclays
Migdal Insurance & Financial Holdings

View all funds holding Utilities SPDR