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Utilities SPDR shares owned by Colony Family Offices

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Colony Family Offices from 13F filings

Historical chart of Colony Family Offices investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Colony Family Offices consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Colony Family Offices

Quarter filed Position value Share count Share price at filing
2024-03-31 $386k 5.9k 65.65
2023-12-31 $372k 5.9k 63.33

More positions owned by Colony Family Offices

Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Flexshares Tr Mornstar Upstr (GUNR)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Select Sector Spdr Tr Technology (XLK)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr U.s. Finls Etf (IYF)

View all positions for Colony Family Offices

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