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Utilities SPDR shares owned by Grantvest Financial Group

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

Historical chart of Grantvest Financial Group investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Grantvest Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $262k 3.0k 87.20
2025-06-30 $246k 3.0k 81.66
2025-03-31 $244k 3.1k 78.85
2024-12-31 $239k 3.2k 75.69

More positions owned by Grantvest Financial Group

Blackrock Etf Trust Ii Ishares Flexible (BINC)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Ea Series Trust Strive Enhanced (BUXX)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Vanguard World Mega Cap Val Etf (MGV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Neos Etf Trust Nasdaq 100 High (QQQI)
Calamos Etf Tr S&p 500 Structur (CPSJ)
Vaneck Etf Trust Semiconductr Etf (SMH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Large Cap Max Bu (DMAX)
Calamos Etf Tr S&p 500 Structrd (CPSA)

View all positions for Grantvest Financial Group

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