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Utilities SPDR shares owned by Badgley Phelps Wealth Managers

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Badgley Phelps Wealth Managers from 13F filings

Historical chart of Badgley Phelps Wealth Managers investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Badgley Phelps Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Badgley Phelps Wealth Managers

Quarter filed Position value Share count Share price at filing
2026-03-31 $204k 4.4k 45.89

More positions owned by Badgley Phelps Wealth Managers

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)

View all positions for Badgley Phelps Wealth Managers

Top funds holding Utilities SPDR

Bank of America Corporation
UBS Group
Morgan Stanley
LPL Financial
Jane Street
Wells Fargo & Company
Barclays
Millennium Management
Susquehanna International
Tudor Investment Corporation
Envestnet Asset Management
Ameriprise Financial
Citigroup
Raymond James Financial
Citadel Advisors

View all funds holding Utilities SPDR