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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
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)
Microsoft Corporation (MSFT)
Proshares Tr S&p Mdcp 400 Div (REGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Ishares Tr Rusel 2500 Etf (SMMD)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr National Mun Etf (MUB)

View all positions for Coldstream Capital Management

Top funds holding Utilities SPDR

Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Citadel Advisors
Bessemer
Jane Street
UBS Group
Susquehanna International
LPL Financial
Capital Fund Management
Menora Mivtachim Holdings
Balyasny Asset Management
Demars Financial Group
Millennium Management
Caisse de depot et placement du Quebec

View all funds holding Utilities SPDR