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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

Tip: Access up to 7 years of quarterly data

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
2025-06-30 $2.1M 26k 81.66
2025-03-31 $2.0M 25k 78.85
2024-12-31 $1.4M 19k 75.69

More positions owned by Wealthedge Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Microsoft Corporation (MSFT)
Agf Invts Tr Us Market Netrl (BTAL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Schwab Strategic Tr Us Tips Etf (SCHP)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Russell 2000 Etf (IWM)
Bristol Myers Squibb (BMY)

View all positions for Wealthedge Investment Advisors

Top funds holding Utilities SPDR

UBS Group
Migdal Insurance & Financial Holdings
Jpmorgan Chase & Co
LPL Financial
Jane Street
Millennium Management
Susquehanna International
Tudor Investment Corporation
Wells Fargo & Company
Citadel Advisors
Royal Bank of Canada
Balyasny Asset Management
Factory Mutual Insurance Company
Branch Banking & Trust Company
Envestnet Asset Management

View all funds holding Utilities SPDR