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Utilities SPDR shares owned by Coldstream Capital Management

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

Historical chart of Coldstream Capital Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.6M 87k 87.21
2025-06-30 $8.4M 103k 81.66
2025-03-31 $8.5M 107k 78.85
2024-12-31 $11M 141k 75.69
2024-09-30 $82M 1.0M 80.78
2024-06-30 $39M 572k 68.14

More positions owned by Coldstream Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Proshares Tr S&p Mdcp 400 Div (REGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Coldstream Capital 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