Rhodes Investment Advisors »

Utilities SPDR shares owned by Rhodes Investment Advisors

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

Historical chart of Rhodes Investment Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Rhodes Investment Advisors 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 Rhodes Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 24k 45.89
2025-12-31 $1.1M 25k 42.69

More positions owned by Rhodes Investment Advisors

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vaneck Etf Trust Gold Miners Etf (GDX)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Ge Aerospace Com New (GE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Exxon Mobil Corporation (XOM)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Kimbell Rty Partners Unit (KRP)

View all positions for Rhodes Investment Advisors

Top funds holding Utilities SPDR

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

View all funds holding Utilities SPDR