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Utilities SPDR shares owned by Safe Harbor Fiduciary

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Safe Harbor Fiduciary from 13F filings

Historical chart of Safe Harbor Fiduciary investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Safe Harbor Fiduciary consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Safe Harbor Fiduciary

Quarter filed Position value Share count Share price at filing
2025-12-31 $21k 490 42.69

More positions owned by Safe Harbor Fiduciary

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Seagate Technology Hldngs Pl Ord Shs (STX)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Proshares Tr Ultrpro S&p500 (UPRO)
American Water Works (AWK)
Vanguard Index Fds Real Estate Etf (VNQ)
Ea Series Trust Coastal Compass (ROPE)

View all positions for Safe Harbor Fiduciary

Top funds holding Utilities SPDR

UBS Group
LPL Financial
Wells Fargo & Company
Barclays
Jane Street
Susquehanna International
Migdal Insurance & Financial Holdings
Jpmorgan Chase & Co
Raymond James Financial
Millennium Management
Ameriprise Financial
Envestnet Asset Management
Goldman Sachs Group
Harel Insurance Investments & Financial Services
Tudor Investment Corporation

View all funds holding Utilities SPDR