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Utilities SPDR shares owned by Gradient Capital Advisors

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Gradient Capital Advisors from 13F filings

Historical chart of Gradient Capital Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Gradient Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $266k 3.0k 87.21
2025-06-30 $249k 3.0k 81.66
2025-03-31 $240k 3.0k 78.85
2024-12-31 $231k 3.0k 75.69
2024-09-30 $246k 3.0k 80.78

More positions owned by Gradient Capital Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Schwab International Equity Etf Etf (SCHF)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Vanguard Large-cap Etf Etf (VV)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Microsoft Corp Stock (MSFT)
Jpmorgan Chase & Co Stock (JPM)
Schwab U.s. Large-cap Etf Etf (SCHX)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Tesla Stock (TSLA)

View all positions for Gradient Capital Advisors

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