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Utilities SPDR shares owned by Live Oak Private Wealth

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

Historical chart of Live Oak Private Wealth investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Live Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $221k 4.9k 45.34

More positions owned by Live Oak Private Wealth

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Dimensional Etf Trust World Ex Us Core (DFAX)
Alphabet Cap Stk Cl C (GOOG)
Bank of America Corporation (BAC)
Charles Schwab Corporation (SCHW)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Cisco Systems (CSCO)
Dollar Tree (DLTR)
Microsoft Corporation (MSFT)
Lowe's Companies (LOW)
Hca Holdings (HCA)
Brookfield Corp Cl A Ltd Vt Sh (BN)

View all positions for Live Oak Private Wealth

Top funds holding Utilities SPDR

Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Jane Street
UBS Group
LPL Financial
Wells Fargo & Company
Susquehanna International
Royal Bank of Canada
Tudor Investment Corporation
Millennium Management
Ameriprise Financial
Bnp Paribas Arbitrage, Snc
Raymond James Financial
Goldman Sachs Group

View all funds holding Utilities SPDR