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Utilities SPDR shares owned by CVFG

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

Historical chart of CVFG investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by CVFG

Quarter filed Position value Share count Share price at filing
2025-09-30 $247k 2.8k 87.21
2025-06-30 $215k 2.6k 81.66
2025-03-31 $204k 2.6k 78.85

More positions owned by CVFG

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Spdr Series Trust Portfolio S&p400 (SPMD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Capital Group Core Balanced SHS (CGBL)
Ishares Tr Hdg Msci Eafe (HEFA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for CVFG

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