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Utilities SPDR shares owned by Horizon Family Wealth

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Horizon Family Wealth from 13F filings

Historical chart of Horizon Family Wealth investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Horizon Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Horizon Family Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 31k 42.69

More positions owned by Horizon Family Wealth

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Series Trust State Street Spd (BILS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Series Trust State Street Spd (SPYV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Intl Eqty Factor (INTF)
Putnam Etf Trust Focused Lar Cap (PVAL)
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)
2023 Etf Series Trust Brandes Internat (BINV)
Invesco Exch Traded Fd Tr Ii S&p 500 High Div (DIVG)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Janus Detroit Str Tr Hendersn Cap Etf (JSML)

View all positions for Horizon Family Wealth

Top funds holding Utilities SPDR

UBS Group
LPL Financial
Wells Fargo & Company
Barclays
Jane Street
Susquehanna International
Migdal Insurance & Financial Holdings
Jpmorgan Chase & Co
Raymond James Financial
Millennium Management
Ameriprise Financial
Envestnet Asset Management
Goldman Sachs Group
Harel Insurance Investments & Financial Services
Tudor Investment Corporation

View all funds holding Utilities SPDR