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Utilities SPDR shares owned by Burke & Herbert Bank & Trust

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Burke & Herbert Bank & Trust from 13F filings

Historical chart of Burke & Herbert Bank & Trust investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Burke & Herbert Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Burke & Herbert Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $218k 5.1k 42.69

More positions owned by Burke & Herbert Bank & Trust

Spdr S&p 500 Etf Trust Other (SPY)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Burke & Herbert Finl Svcs Corp Common Stock (BHRB)
Johnson & Johnson Common Stock (JNJ)
Ishares S&p 500 Index Fund Other (IVV)
Ishares S&p 400 Midcap Index F Other (IJH)
Exxon Mobil Corp Common Stock (XOM)
Invesco S&p 500 Equal Weight E Other (RSP)
Alphabet Inc Cl A Common Stock (GOOGL)
Lilly Eli & Co Common Stock (LLY)
Ishares Msci Eafe Etf Other (EFA)
Coca Cola Common Stock (KO)
Abbvie Common Stock (ABBV)
Jp Morgan Chase & Co Common Stock (JPM)

View all positions for Burke & Herbert Bank & Trust

Top funds holding Utilities SPDR

UBS Group
LPL Financial
Wells Fargo & Company
Barclays
Jane Street
Susquehanna International
Migdal Insurance & Financial Holdings
Jpmorgan Chase & Co
Raymond James Financial
Millennium Management
Ameriprise Financial
Envestnet Asset Management
Goldman Sachs Group
Harel Insurance Investments & Financial Services
Tudor Investment Corporation

View all funds holding Utilities SPDR