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Utilities SPDR shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Utilities SPDR

Nov 2011Jan 2012Mar 2012May 2012Jul 2012Sep 201218M20M22M24M26M550k600k650k700k
Value ($)Share countHistorical XLU position of LPL Financial Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Utilities SPDR by LPL Financial

Quarter filed Position value Share count Share price at filing
2012-09-30 $26M 726k 36.39
2011-09-30 $17M 518k 33.62

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)

View all positions for LPL Financial

Top funds holding Utilities SPDR

Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Citadel Advisors
Bessemer
Jane Street
UBS Group
Susquehanna International
LPL Financial
Demars Financial Group
Capital Fund Management
Menora Mivtachim Holdings
Balyasny Asset Management
Millennium Management
Caisse de depot et placement du Quebec

View all funds holding Utilities SPDR