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Utilities SPDR shares owned by Spence Asset Management

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

Historical chart of Spence Asset Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Spence Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2M 48k 45.89

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View all positions for Spence Asset Management

Top funds holding Utilities SPDR

UBS Group
LPL Financial
Wells Fargo & Company
Barclays
Tudor Investment Corporation
Millennium Management
Jane Street
Susquehanna International
Citadel Advisors
Migdal Insurance & Financial Holdings
Balyasny Asset Management
Raymond James Financial
Ameriprise Financial
Envestnet Asset Management
Goldman Sachs Group

View all funds holding Utilities SPDR