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Utilities SPDR shares owned by MontVue Capital Management

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

Historical chart of MontVue Capital Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by MontVue Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $753k 8.6k 87.21
2025-06-30 $729k 8.9k 81.66
2025-03-31 $728k 9.2k 78.85
2024-12-31 $711k 9.4k 75.69
2024-09-30 $764k 9.5k 80.78
2024-06-30 $663k 9.7k 68.14
2024-03-31 $647k 9.9k 65.65
2023-12-31 $623k 9.8k 63.33

More positions owned by MontVue Capital Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Technology (XLK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard World Inf Tech Etf (VGT)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard World Financials Etf (VFH)
Vanguard World Comm Srvc Etf (VOX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Communication (XLC)

View all positions for MontVue Capital Management

Top funds holding Utilities SPDR

Morgan Stanley
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

View all funds holding Utilities SPDR