Tepp RIA »

Utilities SPDR shares owned by Tepp RIA

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

Historical chart of Tepp RIA investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Utilities SPDR by Tepp RIA

Quarter filed Position value Share count Share price at filing
2025-12-31 $237k 5.5k 42.69
2025-09-30 $290k 3.3k 87.22

More positions owned by Tepp RIA

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Glb Infrastr Etf (IGF)
Ishares Tr Expanded Tech (IGV)
Ishares Silver Tr Ishares (SLV)
Select Sector Spdr Tr State Street Hea (XLV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr State Street Fin (XLF)
Meta Platforms Cl A (META)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Tr U.s. Finls Etf (IYF)
HSBC HLDGS Spon Adr New (HSBC)

View all positions for Tepp RIA

Top funds holding Utilities SPDR

UBS Group
LPL Financial
Wells Fargo & Company
Barclays
Jane Street
Susquehanna International
Migdal Insurance & Financial Holdings
Jpmorgan Chase & Co
Raymond James Financial
Millennium Management
Envestnet Asset Management
Goldman Sachs Group
Harel Insurance Investments & Financial Services
Tudor Investment Corporation
Menora Mivtachim Holdings

View all funds holding Utilities SPDR