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Utilities SPDR shares owned by Churchill Financial Advisors

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Churchill Financial Advisors from 13F filings

Historical chart of Churchill Financial Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Churchill Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Churchill Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $275k 6.0k 45.89

More positions owned by Churchill Financial Advisors

Wal-Mart Stores (WMT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Ishares Tr Core Div Grwth (DGRO)
Applied Materials (AMAT)
Goldman Sachs (GS)
International Business Machines (IBM)
Oracle Corporation (ORCL)
Exxon Mobil Corporation (XOM)
Chevron Corporation (CVX)
McDonald's Corporation (MCD)

View all positions for Churchill Financial Advisors

Top funds holding Utilities SPDR

Bank of America Corporation
UBS Group
Morgan Stanley
LPL Financial
Jane Street
Wells Fargo & Company
Susquehanna International
Millennium Management
Tudor Investment Corporation
Barclays
Envestnet Asset Management
Raymond James Financial
Ameriprise Financial
Citigroup
Citadel Advisors

View all funds holding Utilities SPDR