Occidental Asset Management »

Utilities SPDR shares owned by Occidental Asset Management

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

Historical chart of Occidental Asset Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Occidental Asset 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 Occidental Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $461k 5.3k 87.21
2025-06-30 $328k 4.0k 81.65
2024-12-31 $267k 3.5k 75.70
2024-09-30 $2.6M 33k 80.78
2020-03-31 $583k 11k 55.38

More positions owned by Occidental Asset Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Portfolio Short (SPSB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Flexshares Tr Cre Slct Bd Fd (BNDC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Meta Platforms Cl A (META)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr S&p 500 Val Etf (IVE)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Occidental Asset 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