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Utilities SPDR shares owned by KKM Financial

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

Historical chart of KKM Financial investment in Utilities SPDR

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

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Quarterly reported holdings in Utilities SPDR by KKM Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $625k 7.2k 87.21
2025-06-30 $275k 3.4k 81.66

More positions owned by KKM Financial

Meta Platforms Cl A (META)
Apple (AAPL)
Northern Lts Fd Tr Ii Essential 40 Sto (ESN)
Microsoft Corporation (MSFT)
Oracle Corporation (ORCL)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Intel Corporation (INTC)
Palo Alto Networks (PANW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Expnd Tec Sc Etf (IGM)
Johnson & Johnson (JNJ)
International Business Machines (IBM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Expanded Tech (IGV)

View all positions for KKM Financial

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