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Utilities SPDR shares owned by Wetzel Investment Advisors

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

Historical chart of Wetzel Investment Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Wetzel Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $59k 911 64.44
2023-12-31 $58k 911 63.67

More positions owned by Wetzel Investment Advisors

Ishares Tr Core Us Aggbd Et Agg (AGG)
Vanguard Index Funds S&p 500 Etf Voo (VOO)
Jpmorgan Chase & Company JPM (JPM)
Eli Lilly & Company Lly (LLY)
Ishares Tr Rus 1000 Grw Etf Iwf (IWF)
Vanguard Extended Market Etf VXF (VXF)
First Trust Morningstar Dividend Leaders Index Fund FDL (FDL)
First Trust Capital Strength Etf FTCS (FTCS)
Ishares Tr Conv Bd Etf Icvt (ICVT)
Ishares Tr Intl Sel Div Etf Idv (IDV)
Spdr S&p 500 Etf Spy (SPY)
Ishares Tr Core S&p Mcp Etf Ijh (IJH)
Vanguard Value Etf VTV (VTV)
Ishares Incorporated Core Msci Emkt Iemg (IEMG)
Vanguard Total International Stock Etf Vxus (VXUS)

View all positions for Wetzel Investment Advisors

Top funds holding Utilities SPDR

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Citadel Advisors
Twin Tree Management
Susquehanna International
Caisse de depot et placement du Quebec
Harel Insurance Investments & Financial Services
UBS Group
D. E. Shaw & Co
LPL Financial
Royal Bank of Canada
Barclays
Envestnet Asset Management
Healthcare Of Ontario Pension Plan Trust Fund

View all funds holding Utilities SPDR