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Utilities SPDR shares owned by Live Oak Investment Partners

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Live Oak Investment Partners from 13F filings

Historical chart of Live Oak Investment Partners investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Live Oak Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Live Oak Investment Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1k 38 80.67
2024-06-30 $2.6k 38 68.00
2023-12-31 $569 9 63.33
2023-09-30 $60k 1.0k 59.00
2023-06-30 $58k 883 65.33

More positions owned by Live Oak Investment Partners

Janus Short Duration (Principal) (VNLA)
Vanguard Europe Pacific ETF (Principal) (VEA)
Pgx etf (Principal) (PGX)
Ssga Active Etf Tr blkstn gsosrln (Principal) (SRLN)
First Tr Exch Traded Fund Ii lng/sht equity (Principal) (FTLS)
Invesco Exchange Traded Fd T rusel mdcp eql (Principal) (XMHQ)
IQ Hedge Multi-Strategy Tracker (Principal) (QAI)
iShares S&P SmallCap 600 Index (Principal) (IJR)
Vanguard Information Technology ETF (Principal) (VGT)
Apple (Principal) (AAPL)
Netflix (Principal) (NFLX)
Facebook Inc cl a (Principal) (META)
Chevron Corporation (Principal) (CVX)
Amazon (Principal) (AMZN)
Merck & Co (Principal) (MRK)

View all positions for Live Oak Investment Partners

Top funds holding Utilities SPDR

Bank of America Corporation
Goldman Sachs Group
Citadel Advisors
Susquehanna International
Jane Street
LPL Financial
Bessemer
Bnp Paribas Arbitrage, Snc
Millennium Management
Menora Mivtachim Holdings
Royal Bank of Canada
Envestnet Asset Management
Barclays
UBS Group
Healthcare Of Ontario Pension Plan Trust Fund

View all funds holding Utilities SPDR