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Utilities SPDR shares owned by LPWM

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

Historical chart of LPWM investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by LPWM

Quarter filed Position value Share count Share price at filing
2026-09-30 $231k 5.9k 39.44

More positions owned by LPWM

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Mrngstr Val Etf (VTV)
Ishares Tr Rus Mdcp Val Etf (IWS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Series Trust ST STR SP600SM C (SLYV)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for LPWM

Top funds holding Utilities SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Jane Street
UBS Group
LPL Financial
Wells Fargo & Company
Susquehanna International
Barclays
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