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Utilities SPDR shares owned by Targeted Financial Services

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

Historical chart of Targeted Financial Services investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Targeted Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $214k 4.7k 45.89

More positions owned by Targeted Financial Services

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Div Grwth (DGRO)
Spdr Series Trust State Street Spd (SPTL)
Fidelity Covington Trust Msci Utils Index (FUTY)
Select Sector Spdr Tr State Street Ene (XLE)
Ishares Tr Core Univrsl Usd (IUSB)
Wal-Mart Stores (WMT)
Exxon Mobil Corporation (XOM)
Select Sector Spdr Tr State Street Con (XLP)
Ishares Tr Core High Dv Etf (HDV)
Apple (AAPL)
Eli Lilly & Co. (LLY)
Microsoft Corporation (MSFT)

View all positions for Targeted Financial Services

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