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Utilities SPDR shares owned by BBR Partners

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

Historical chart of BBR Partners investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by BBR Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 15k 87.21
2025-06-30 $1.0M 12k 81.66
2024-03-31 $272k 4.1k 65.65

More positions owned by BBR Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ab Active Etfs Intl Low Volatlt (ILOW)
Ishares Tr Core S&p500 Etf (IVV)
United Parcel Service CL B (UPS)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Kkr & Co Cl A (KKR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard World Fds Inf Tech Etf (VGT)
Philip Morris International (PM)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Trust Gold Shs (GLD)
Exchange Listed Fds Tr Long Pond Real E (LPRE)

View all positions for BBR Partners

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