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Utilities SPDR shares owned by 626 Financial

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by 626 Financial from 13F filings

Historical chart of 626 Financial investment in Utilities SPDR

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All positions including Utilities SPDR held by 626 Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by 626 Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $428k 4.9k 87.21
2025-06-30 $400k 4.9k 81.66
2025-03-31 $387k 4.9k 78.85

More positions owned by 626 Financial

Stryker Corporation (SYK)
Wisdomtree Tr Us Total Dividnd (DTD)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)
Microsoft Corporation (MSFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Amazon (AMZN)
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)

View all positions for 626 Financial

Top funds holding Utilities SPDR

Morgan Stanley
Jpmorgan Chase & Co
LPL Financial
Jane Street
Millennium Management
UBS Group
Susquehanna International
Tudor Investment Corporation
Wells Fargo & Company
Citadel Advisors
Royal Bank of Canada
Balyasny Asset Management
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
Menora Mivtachim Holdings

View all funds holding Utilities SPDR