Sharp Financial Services »

Utilities SPDR shares owned by Sharp Financial Services

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Sharp Financial Services from 13F filings

Historical chart of Sharp Financial Services investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Sharp Financial Services 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 Sharp Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8M 78k 87.21

More positions owned by Sharp Financial Services

Ishares Tr Dow Jones Us Etf (IYY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Communication (XLC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Financial (XLF)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)

View all positions for Sharp Financial Services

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