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Utilities SPDR shares owned by Kaizen Financial Strategies

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

Historical chart of Kaizen Financial Strategies investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Kaizen Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 3.0k 88.46
2025-06-30 $309k 3.8k 81.66
2025-03-31 $298k 3.8k 78.85
2024-12-31 $251k 3.3k 75.69
2024-09-30 $512k 6.3k 80.78

More positions owned by Kaizen Financial Strategies

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
NVIDIA Corporation (NVDA)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Amazon (AMZN)
Schwab Strategic Tr Long Term Us (SCHQ)
Blackstone Group Inc Com Cl A (BX)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Vaneck Etf Trust Semiconductr Etf (SMH)

View all positions for Kaizen Financial Strategies

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