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Utilities SPDR shares owned by Ehrlich Financial Group

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

Historical chart of Ehrlich Financial Group investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Ehrlich Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $321k 3.7k 87.20
2025-06-30 $200k 2.5k 81.65

More positions owned by Ehrlich Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Select Sector Spdr Tr Technology (XLK)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Blackrock Etf Trust Ishares Us Thema (THRO)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Gold Tr Ishares New (IAU)

View all positions for Ehrlich Financial Group

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