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Utilities SPDR shares owned by Round Rock Advisors

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

Historical chart of Round Rock Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Round Rock Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0M 57k 87.21
2025-06-30 $4.4M 54k 81.66
2025-03-31 $3.8M 49k 78.85

More positions owned by Round Rock Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Whitehall Fds High Div Yld (VYM)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Select Divid Etf (DVY)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Short Durtn Strg (SDSI)

View all positions for Round Rock Advisors

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