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Utilities SPDR shares owned by Wealthedge Investment Advisors

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

Historical chart of Wealthedge Investment Advisors investment in Utilities SPDR

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0011.407321M1.4073215M1.407322M1.4073225M1.407323M18.592k18.5925k18.593k18.5935k18.594k
Value ($)Share countHistorical XLU position of Wealthedge Investment Advisors Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Utilities SPDR by Wealthedge Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 19k 75.69

More positions owned by Wealthedge Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Amazon (AMZN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)

View all positions for Wealthedge Investment Advisors

Top funds holding Utilities SPDR

Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Citadel Advisors
Bessemer
Jane Street
UBS Group
Susquehanna International
LPL Financial
Capital Fund Management
Menora Mivtachim Holdings
Balyasny Asset Management
Demars Financial Group
Millennium Management
Caisse de depot et placement du Quebec

View all funds holding Utilities SPDR