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Utilities SPDR shares owned by Investment Management Trust

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Investment Management Trust from 13F filings

Historical chart of Investment Management Trust investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Investment Management Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Investment Management Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.4M 52k 45.89

More positions owned by Investment Management Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Wal-Mart Stores (WMT)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)
Caterpillar (CAT)
Select Sector Spdr Tr State Street Uti (XLU)
Spdr Series Trust State Street Spd (SPYM)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Investment Management Trust

Top funds holding Utilities SPDR

Bank of America Corporation
UBS Group
Morgan Stanley
LPL Financial
Jane Street
Wells Fargo & Company
Barclays
Millennium Management
Susquehanna International
Tudor Investment Corporation
Envestnet Asset Management
Ameriprise Financial
Citigroup
Raymond James Financial
Citadel Advisors

View all funds holding Utilities SPDR