WNY Asset Management »

Utilities SPDR shares owned by WNY Asset Management

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

Historical chart of WNY Asset Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Utilities SPDR by WNY Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $14M 209k 68.14
2024-03-31 $14M 215k 65.65
2023-12-31 $706k 11k 63.33
2023-09-30 $609k 10k 58.93

More positions owned by WNY Asset Management

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Dividend Value Shs Creation Uni (CGDV)
T Rowe Price Etf Price Div Grwt (TDVG)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Gold Tr Gold Shs (GLD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Ishares Tr Mortge Rel Etf (REM)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)

View all positions for WNY Asset Management

Top funds holding Utilities SPDR

Bank of America Corporation
International Assets Investment Management
Morgan Stanley
Citadel Advisors
Goldman Sachs Group
Bnp Paribas Arbitrage, Snc
Susquehanna International
Barclays
LPL Financial
Harel Insurance Investments & Financial Services
Migdal Insurance & Financial Holdings
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
Healthcare Of Ontario Pension Plan Trust Fund

View all funds holding Utilities SPDR