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Utilities SPDR shares owned by Financial Planning Hawaii

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

Historical chart of Financial Planning Hawaii investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Financial Planning Hawaii

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9M 68k 42.69

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Select Sector Spdr Tr State Street Uti (XLU)
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View all positions for Financial Planning Hawaii

Top funds holding Utilities SPDR

UBS Group
Migdal Insurance & Financial Holdings
Jpmorgan Chase & Co
LPL Financial
Jane Street
Millennium Management
Susquehanna International
Tudor Investment Corporation
Wells Fargo & Company
Citadel Advisors
Royal Bank of Canada
Balyasny Asset Management
Factory Mutual Insurance Company
Branch Banking & Trust Company
Envestnet Asset Management

View all funds holding Utilities SPDR