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Utilities SPDR shares owned by Evanson Financial

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

Historical chart of Evanson Financial investment in Utilities SPDR

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

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Quarterly reported holdings in Utilities SPDR by Evanson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $600k 13k 45.34

More positions owned by Evanson Financial

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Sprott Asset Management Physical Gold Tr (PHYS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Evanson Financial

Top funds holding Utilities SPDR

Bank of America Corporation
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Millennium Management
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Envestnet Asset Management
Raymond James Financial
Ameriprise Financial
Citigroup
Citadel Advisors

View all funds holding Utilities SPDR