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Utilities SPDR shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $508k 5.8k 87.20
2025-06-30 $415k 5.1k 81.66
2025-03-31 $398k 5.1k 78.86
2024-12-31 $83k 1.1k 75.66

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View all positions for Comprehensive Financial Planning

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