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Utilities SPDR shares owned by Synergy Investment Management

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

Historical chart of Synergy Investment Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $205k 4.5k 45.89
2025-03-31 $53k 671 78.87
2024-12-31 $51k 670 75.60

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

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