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Utilities SPDR shares owned by Winthrop Advisory Group

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Winthrop Advisory Group from 13F filings

Historical chart of Winthrop Advisory Group investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Winthrop Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Winthrop Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $309k 7.2k 42.69

More positions owned by Winthrop Advisory Group

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Acwi Ex Us (ACWX)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Ultra Short Dur (ICSH)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPTM)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Winthrop Advisory Group

Top funds holding Utilities SPDR

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

View all funds holding Utilities SPDR