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Utilities SPDR shares owned by Allen Investment Management

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

Historical chart of Allen Investment Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Allen Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $12M 252k 45.89