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Utilities SPDR shares owned by Cascades Capital Asset Management

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Cascades Capital Asset Management from 13F filings

Historical chart of Cascades Capital Asset Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Cascades Capital Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Cascades Capital Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $325k 3.7k 87.21
2025-06-30 $261k 3.2k 81.66

More positions owned by Cascades Capital Asset Management

Vanguard S&P 500 ETF Equity (VOO)
Vanguard Dividend Appreciation ETF Equity (VIG)
Microsoft Corp Equity (MSFT)
Vanguard S&P 500 Value Equity (VOOV)
Apple Equity (AAPL)
Nvidia Corp Equity (NVDA)
Vanguard Growth ETF Equity (VUG)
Wisdomtree Floating Rate Treas. ETF Equity (USFR)
Vanguard Mid Cap Index ETF Equity (VO)
Alphabet Inc Class A Equity (GOOGL)
S P D R S&p 500 Etf Equity (SPY)
Vanguard International Divdend ETF Equity (VIGI)
I Shares MSCI USA Minimum Volatilty Equity (USMV)
I Shares 3-7 Year US Treas. ETF Equity (IEI)
Vanguard Value ETF Equity (VTV)

View all positions for Cascades Capital Asset 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