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Utilities SPDR shares owned by Berkshire Money Management

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

Historical chart of Berkshire Money Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Berkshire Money Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $25M 282k 87.21
2025-06-30 $23M 276k 81.66
2025-03-31 $20M 256k 78.85

More positions owned by Berkshire Money Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Us Small Cap Pwr (KAUG)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Val Etf (IVE)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Berkshire Money Management

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