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Utilities SPDR shares owned by Meritage Portfolio Management

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

Historical chart of Meritage Portfolio Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Meritage Portfolio Management

Quarter filed Position value Share count Share price at filing
2012-09-30 $4.2M 116k 36.39
2012-06-30 $4.4M 120k 36.99

More positions owned by Meritage Portfolio Management

Apple Common (AAPL)
Microsoft Corp Common (MSFT)
Alphabet Inc Cl A Common (GOOGL)
Broadcom Common (AVGO)
Nvidia Corp Common (NVDA)
Amazon Common (AMZN)
Fortinet Common (FTNT)
Exxon Mobil Corp Common (XOM)
Booking Holdings Common (BKNG)
Mastercard Common (MA)
Arista Networks Common
Williams-sonoma Common (WSM)
Meta Platforms Common (META)
Asml Holding Nv Common (ASML)
Novo-nordisk A S Common (NVO)

View all positions for Meritage Portfolio Management

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
Capital Fund Management
Menora Mivtachim Holdings
Balyasny Asset Management
Demars Financial Group
Millennium Management
Caisse de depot et placement du Quebec

View all funds holding Utilities SPDR