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Utilities SPDR shares owned by JSF Financial

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

Historical chart of JSF Financial investment in Utilities SPDR

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

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Quarterly reported holdings in Utilities SPDR by JSF Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $5.2M 89k 58.93
2023-06-30 $5.2M 80k 65.44
2023-03-31 $503k 7.4k 67.69

More positions owned by JSF Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
DV (DV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr Msci Emg Mkt Etf (EEM)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for JSF Financial

Top funds holding Utilities SPDR

Goldman Sachs Group
Bank of America Corporation
Citadel Advisors
UBS Group
Wells Fargo & Company
Caisse de depot et placement du Quebec
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Citigroup
Healthcare Of Ontario Pension Plan Trust Fund
Jpmorgan Chase & Co
Wolverine Trading
Raymond James & Associates
Factory Mutual Insurance Company
Branch Banking & Trust Company

View all funds holding Utilities SPDR