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Utilities SPDR shares owned by Everest Financial Group

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

Historical chart of Everest Financial Group investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Everest Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5M 33k 45.89

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
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View all positions for Everest Financial Group

Top funds holding Utilities SPDR

Bank of America Corporation
UBS Group
Morgan Stanley
LPL Financial
Jane Street
Wells Fargo & Company
Barclays
Millennium Management
Susquehanna International
Tudor Investment Corporation
Envestnet Asset Management
Ameriprise Financial
Citigroup
Raymond James Financial
Citadel Advisors

View all funds holding Utilities SPDR