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Utilities SPDR shares owned by Whalen Wealth Management

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

Historical chart of Whalen Wealth Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $948k 22k 42.69

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Ishares Tr Trust Ishare 0-1 (SHV)
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View all positions for Whalen Wealth Management

Top funds holding Utilities SPDR

UBS Group
LPL Financial
Wells Fargo & Company
Barclays
Jane Street
Susquehanna International
Migdal Insurance & Financial Holdings
Jpmorgan Chase & Co
Millennium Management
Envestnet Asset Management
Goldman Sachs Group
Harel Insurance Investments & Financial Services
Tudor Investment Corporation
Menora Mivtachim Holdings
Citadel Advisors

View all funds holding Utilities SPDR