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Utilities SPDR shares owned by Strive Financial Group

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

Historical chart of Strive Financial Group investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Strive Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $780k 8.6k 90.91
2025-12-31 $135k 3.2k 42.69

More positions owned by Strive Financial Group

Call Nvidia Corp $150 Exp 05/15/26 Option Equity Call Option (NVDA)
Call Eli Lilly And Co $800 Exp 05/15/26 Option Equity Call Option (LLY)
Call Alphabet Inc $315 Exp 05/15/26 Option Equity Call Option (GOOG)
Call Taiwan Semiconducto$270 Exp 07/17/26 Option Equity Call Option (TSM)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Ishares Core Msci Eafe Etf Uit Exchange Traded (IEFA)
Vanguard Mid-cap Index Fund Etf Shares Uit Exchange Traded (VO)
Call Amazon.com Inc $217.5 Exp 04/17/26 Option Equity Call Option (AMZN)
Apple Common Stock (AAPL)
Call C H Robinson Worldw$135 Exp 08/21/26 Option Equity Call Option (CHRW)
Meta Platforms Inc Class Class A Common Stock (META)
Alphabet Inc Class Class A Common Stock (GOOGL)
Call The Coca-cola Co $70 Exp 04/17/26 Option Equity Call Option (KO)
Ishares Core U.s. Aggregate Bond Etf Uit Exchange Traded (AGG)
Call Donaldson Inc $80 Exp 05/15/26 Option Equity Call Option (DCI)

View all positions for Strive Financial Group

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