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Utilities SPDR shares owned by Kestra Investment Management

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

Historical chart of Kestra Investment Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Kestra Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $241k 5.3k 45.89
2024-12-31 $29k 388 75.69

More positions owned by Kestra Investment Management

Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Univrsl Usd (IUSB)
Spdr Series Trust State Street Spd (SPYG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p Us Gwt (IUSG)
Dimensional Etf Trust Intl High Profit (DIHP)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Global X Fds Us Infr Dev Etf (PAVE)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Kestra Investment Management

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