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Utilities SPDR shares owned by Litman Gregory Asset Management

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Litman Gregory Asset Management from 13F filings

Historical chart of Litman Gregory Asset Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Litman Gregory Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1k 50 42.70

More positions owned by Litman Gregory Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mid Cap Etf (VO)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Litman Gregory Asset Management

Top funds holding Utilities SPDR

UBS Group
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Wells Fargo & Company
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Millennium Management
Jane Street
Susquehanna International
Citadel Advisors
Migdal Insurance & Financial Holdings
Balyasny Asset Management
Raymond James Financial
Ameriprise Financial
Envestnet Asset Management
Goldman Sachs Group

View all funds holding Utilities SPDR