Cdm Financial Counseling Services »

Utilities SPDR shares owned by Cdm Financial Counseling Services

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Cdm Financial Counseling Services from 13F filings

Historical chart of Cdm Financial Counseling Services investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Cdm Financial Counseling Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Utilities SPDR by Cdm Financial Counseling Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 33k 42.69

More positions owned by Cdm Financial Counseling Services

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr State Street Tec (XLK)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr State Street Com (XLC)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr State Street Con (XLY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Visa Com Cl A (V)
Raytheon Technologies Corp (RTX)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Cdm Financial Counseling Services

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