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Utilities SPDR shares owned by Essential Planning

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

Historical chart of Essential Planning investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.2M 15k 79.38

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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