Lgl Partners »

Utilities SPDR shares owned by Lgl Partners

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Lgl Partners from 13F filings

Historical chart of Lgl Partners investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Lgl Partners 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 Lgl Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $205k 3.2k 63.34
2022-12-31 $207k 2.9k 70.51
2022-03-31 $238k 3.2k 74.38

More positions owned by Lgl Partners

Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares S&p 500 Etf Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Core Dividend Growth Etf Core Div Grwth (DGRO)
Ishares Core S&p Small-cap Etf Core S&p Scp Etf (IJR)
Invesco Qqq Trust Series I Unit Ser 1 (QQQ)
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Ishares Russell 3000 Etf Russell 3000 Etf (IWV)
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Fs Kkr Capital Corp (FSK)

View all positions for Lgl Partners

Top funds holding Utilities SPDR

Goldman Sachs Group
Bank of America Corporation
Citadel Advisors
UBS Group
Wells Fargo & Company
Caisse de depot et placement du Quebec
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Citigroup
Healthcare Of Ontario Pension Plan Trust Fund
Jpmorgan Chase & Co
Wolverine Trading
Raymond James & Associates
Factory Mutual Insurance Company
Branch Banking & Trust Company

View all funds holding Utilities SPDR