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Utilities SPDR shares owned by Freedom Financial Partners

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

Historical chart of Freedom Financial Partners investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Freedom Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 18k 87.21
2025-06-30 $1.4M 17k 81.66
2025-03-31 $1.4M 18k 78.85

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American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Capital Group International SHS (CGIE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)

View all positions for Freedom Financial Partners

Top funds holding Utilities SPDR

Morgan Stanley
Jpmorgan Chase & Co
LPL Financial
Jane Street
Millennium Management
UBS Group
Susquehanna International
Tudor Investment Corporation
Wells Fargo & Company
Citadel Advisors
Royal Bank of Canada
Balyasny Asset Management
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
Menora Mivtachim Holdings

View all funds holding Utilities SPDR