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Utilities SPDR shares owned by Wealth Management Associates

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

Historical chart of Wealth Management Associates investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Wealth Management Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $219k 4.8k 45.34

More positions owned by Wealth Management Associates

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Tr Select Divid Etf (DVY)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Whitehall Fds High Div Yld (VYM)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Intl Sel Div Etf (IDV)
Spdr Gold Tr Gold Shs (GLD)
Palantir Technologies Cl A (PLTR)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Wealth Management Associates

Top funds holding Utilities SPDR

Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Jane Street
UBS Group
LPL Financial
Wells Fargo & Company
Susquehanna International
Royal Bank of Canada
Tudor Investment Corporation
Millennium Management
Ameriprise Financial
Bnp Paribas Arbitrage, Snc
Raymond James Financial
Goldman Sachs Group

View all funds holding Utilities SPDR