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Utilities SPDR shares owned by Spahn Wealth & Retirement

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Spahn Wealth & Retirement from 13F filings

Historical chart of Spahn Wealth & Retirement investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Spahn Wealth & Retirement consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Spahn Wealth & Retirement

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.4M 97k 45.89

More positions owned by Spahn Wealth & Retirement

NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Citigroup Com New (C)
Amazon (AMZN)
Parker-Hannifin Corporation (PH)
Select Sector Spdr Tr State Street Uti E Etf (XLU)
Microsoft Corporation (MSFT)
Interactive Brokers Grou Com Cl A (IBKR)
JPMorgan Chase & Co. (JPM)
Select Sector Spdr Tr State Street Ene E Etf (XLE)
Bank of America Corporation (BAC)
Select Sector Spdr Tr State Street Rea E Etf (XLRE)

View all positions for Spahn Wealth & Retirement

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