Marshall Investment Management »

Utilities SPDR shares owned by Marshall Investment Management

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

Historical chart of Marshall Investment Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Utilities SPDR by Marshall Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 14k 87.21
2025-03-31 $1.1M 14k 78.85

More positions owned by Marshall Investment Management

Spdr Gold Tr Gold Shs (GLD)
Fidelity Covington Trust Fidelity Fund Lr (FFLG)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Fidelity Covington Trust Enhanced Mid (FMDE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
First Tr Exchange Traded Rba Indl Etf (AIRR)

View all positions for Marshall Investment Management

Top funds holding Utilities SPDR

Jpmorgan Chase & Co
LPL Financial
Jane Street
Millennium Management
UBS Group
Susquehanna International
Tudor Investment Corporation
Wells Fargo & Company
Citadel Advisors
Royal Bank of Canada
Balyasny Asset Management
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
Menora Mivtachim Holdings
Raymond James Financial

View all funds holding Utilities SPDR