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Utilities SPDR shares owned by Sherman Asset Management

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Sherman Asset Management from 13F filings

Historical chart of Sherman Asset Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Sherman Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Sherman Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $31k 352 87.21
2025-06-30 $29k 352 81.66
2025-03-31 $28k 352 78.85
2024-12-31 $27k 352 75.69

More positions owned by Sherman Asset Management

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core S&p Small Cap Etf Etf (IJR)
Technology Select Sector Spdr Fund Etf (XLK)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Oracle Corp Stock (ORCL)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Meta Platforms Inc Cl A Stock (META)
Vanguard Total Bond Market Etf Etf (BND)
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Real Estate Etf Etf (VNQ)
Amazon Stock (AMZN)

View all positions for Sherman Asset Management

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