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Utilities SPDR shares owned by Brookwood Investment Group

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

Historical chart of Brookwood Investment Group investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Brookwood Investment Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $728k 17k 42.69
2025-09-30 $6.0M 69k 87.21
2025-06-30 $1.2M 14k 81.66

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View all positions for Brookwood Investment Group

Top funds holding Utilities SPDR

UBS Group
Migdal Insurance & Financial Holdings
Jpmorgan Chase & Co
LPL Financial
Jane Street
Millennium Management
Susquehanna International
Tudor Investment Corporation
Wells Fargo & Company
Citadel Advisors
Royal Bank of Canada
Balyasny Asset Management
Factory Mutual Insurance Company
Branch Banking & Trust Company
Envestnet Asset Management

View all funds holding Utilities SPDR