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Utilities SPDR shares owned by Family Management Corporation

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Family Management Corporation from 13F filings

Historical chart of Family Management Corporation investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Family Management Corporation consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Family Management Corporation

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4k 16 87.19
2025-06-30 $1.3k 16 81.69
2025-03-31 $1.3k 16 78.88
2024-12-31 $1.2k 16 75.69

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Ishares Tr Core S&p Ttl Stk (ITOT)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Family Management Corporation

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