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Utilities SPDR shares owned by Stack Financial Management

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

Historical chart of Stack Financial Management investment in Utilities SPDR

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

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Quarterly reported holdings in Utilities SPDR by Stack Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $230k 5.0k 45.89
2023-12-31 $914k 14k 63.33

More positions owned by Stack Financial Management

Proshares Tr Short S&p 500 Ne (SH)
Wal-Mart Stores (WMT)
Quanta Services (PWR)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Chevron Corporation (CVX)
L3harris Technologies (LHX)
Phillips 66 (PSX)
American Electric Power Company (AEP)
Wheaton Precious Metals Corp (WPM)
Waste Management (WM)
CenterPoint Energy (CNP)
CBOE Holdings (CBOE)
Nextera Energy (NEE)
EOG Resources (EOG)

View all positions for Stack Financial Management

Top funds holding Utilities SPDR

Bank of America Corporation
UBS Group
Morgan Stanley
LPL Financial
Jane Street
Wells Fargo & Company
Barclays
Millennium Management
Susquehanna International
Tudor Investment Corporation
Envestnet Asset Management
Ameriprise Financial
Citigroup
Raymond James Financial
Citadel Advisors

View all funds holding Utilities SPDR