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Utilities SPDR shares owned by Panoramic Investment Advisors

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

Historical chart of Panoramic Investment Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $206k 4.5k 45.89

More positions owned by Panoramic Investment Advisors

Spdr Series Trust State Street Spd (SPYM)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Ultra Short Dur (ICSH)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr State Street Ene (XLE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Panoramic Investment Advisors

Top funds holding Utilities SPDR

Bank of America Corporation
UBS Group
Morgan Stanley
LPL Financial
Jane Street
Wells Fargo & Company
Barclays
Millennium Management
Susquehanna International
Tudor Investment Corporation
Envestnet Asset Management
Ameriprise Financial
Citigroup
Raymond James Financial
Citadel Advisors

View all funds holding Utilities SPDR