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Utilities SPDR shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Utilities SPDR

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

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Quarterly reported holdings in Utilities SPDR by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $905k 14k 65.65
2023-12-31 $898k 14k 63.33
2023-09-30 $1.1M 19k 58.93
2023-06-30 $1.2M 19k 65.44

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Top funds holding Utilities SPDR

Goldman Sachs Group
Bank of America Corporation
Citadel Advisors
UBS Group
Wells Fargo & Company
Caisse de depot et placement du Quebec
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Citigroup
Healthcare Of Ontario Pension Plan Trust Fund
Jpmorgan Chase & Co
Wolverine Trading
Raymond James & Associates
Factory Mutual Insurance Company
Branch Banking & Trust Company

View all funds holding Utilities SPDR