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Utilities SPDR shares owned by Excelsior Advisor Network

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

Historical chart of Excelsior Advisor Network investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Excelsior Advisor Network

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 35k 45.89

More positions owned by Excelsior Advisor Network

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Apple (AAPL)
First Financial Bankshares (FFIN)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation Put Option (MSFT)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Us Aer Def Etf (ITA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Exxon Mobil Corporation (XOM)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Excelsior Advisor Network

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