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Utilities SPDR shares owned by Morningstar Investment Management

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

Historical chart of Morningstar Investment Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Morningstar Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 46k 80.25
2024-06-30 $22M 317k 68.14
2024-03-31 $4.9M 74k 65.65

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View all positions for Morningstar Investment Management

Top funds holding Utilities SPDR

Bank of America Corporation
International Assets Investment Management
Morgan Stanley
Goldman Sachs Group
Citadel Advisors
Susquehanna International
Jane Street
LPL Financial
Bessemer
Bnp Paribas Arbitrage, Snc
Harel Insurance Investments & Financial Services
Royal Bank of Canada
Envestnet Asset Management
Barclays
Migdal Insurance & Financial Holdings

View all funds holding Utilities SPDR