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Utilities SPDR shares owned by Legacy Capital Group California

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Legacy Capital Group California from 13F filings

Historical chart of Legacy Capital Group California investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Legacy Capital Group California consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Legacy Capital Group California

Quarter filed Position value Share count Share price at filing
2026-03-31 $206k 4.5k 45.89
2024-12-31 $245k 3.2k 75.70

More positions owned by Legacy Capital Group California

Apple (AAPL)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPTM)
Victory Portfolios Ii Shares Free Cash (VFLO)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Pimco Etf Tr Multisector Bd (PYLD)
T Rowe Price Etf Small Mid Cap (TMSL)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust State Street Spd (FLRN)
NVIDIA Corporation (NVDA)
Ea Series Trust Astoria Us Equal (ROE)
Microsoft Corporation (MSFT)
Citigroup Com New (C)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)

View all positions for Legacy Capital Group California

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