Financial Discovery Group »

Utilities SPDR shares owned by Financial Discovery Group

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

Historical chart of Financial Discovery Group investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Utilities SPDR by Financial Discovery Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.0M 66k 45.89

More positions owned by Financial Discovery Group

Ishares Tr 0-3 Mnth Treasry (SGOV)
Pimco Etf Tr Active Bd Etf (BOND)
Select Sector Spdr Tr State Street Con (XLP)
Simplify Exchange Traded Fun Managed Futures (CTA)
Select Sector Spdr Tr State Street Uti (XLU)
Select Sector Spdr Tr State Street Ene (XLE)
Select Sector Spdr Tr State Street Hea (XLV)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Financial Discovery 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