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Utilities SPDR shares owned by Moneywise

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

Historical chart of Moneywise investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Moneywise

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.9M 80k 87.21
2025-06-30 $2.2M 28k 81.66

More positions owned by Moneywise

Northern Lights Fd Tr Toews Agilty Shs (MRSK)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Msci Eafe (IEFA)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Strategy Eventide Us Mrkt (ESUM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Moneywise

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
Factory Mutual Insurance Company
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
Menora Mivtachim Holdings

View all funds holding Utilities SPDR