Client First Investment Management »

Utilities SPDR shares owned by Client First Investment Management

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Client First Investment Management from 13F filings

Historical chart of Client First Investment Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Client First Investment Management 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 Client First Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 41k 45.89

More positions owned by Client First Investment Management

Series Portfolios Tr Adaptiv Select (ADPV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Proshares Tr Ultrashrt S&p500 (SDS)
Proshares Tr Pshs Ult S&p 500 (SSO)
Select Sector Spdr Tr State Street Con (XLP)
Proshares Tr Ultra Energy (DIG)
Proshares Tr Ultrashort Qqq (QID)
Direxion Shares Etf Trust Daily Pltr Br1x (PLTD)
Eli Lilly & Co. (LLY)
Select Sector Spdr Tr State Street Uti (XLU)
Microsoft Corporation (MSFT)
Direxion Shares Etf Trust Daily Magnificen (QQQD)
Spdr Series Trust State Street Spd (BIL)
Graniteshares Etf Tr 2x Short Nvda Da (NVD)

View all positions for Client First Investment Management

Top funds holding Utilities SPDR

UBS Group
LPL Financial
Wells Fargo & Company
Barclays
Tudor Investment Corporation
Millennium Management
Jane Street
Susquehanna International
Citadel Advisors
Migdal Insurance & Financial Holdings
Balyasny Asset Management
Raymond James Financial
Ameriprise Financial
Envestnet Asset Management
Goldman Sachs Group

View all funds holding Utilities SPDR