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Utilities SPDR shares owned by Councilmark Asset Management

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

Historical chart of Councilmark Asset Management investment in Utilities SPDR

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

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Quarterly reported holdings in Utilities SPDR by Councilmark Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 2.3k 87.21

More positions owned by Councilmark Asset Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Dividend Appreciation Equity Funds (VIG)
Berkshire Hathaway (BRK.B)
Oracle Corporation (ORCL)
Alphabet Inc Class A cs (GOOGL)
McKesson Corporation (MCK)
Home Depot (HD)
Wal-Mart Stores (WMT)
Alphabet Inc Class C cs (GOOG)
Vanguard Total Stock Market ET Equity Funds (VTI)
SPDR S&P 500 ETF Trust Equity Funds (SPY)
Philip Morris International (PM)
Cisco Systems (CSCO)
Amgen (AMGN)

View all positions for Councilmark Asset 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