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Utilities SPDR shares owned by TruNorth Capital Management

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

Historical chart of TruNorth Capital Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by TruNorth Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $35k 400 87.21
2025-06-30 $33k 400 81.66
2025-03-31 $51k 647 78.85
2024-12-31 $30k 400 75.69
2024-09-30 $32k 400 80.78
2024-06-30 $27k 400 68.14

More positions owned by TruNorth Capital Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Dimensional Etf Trust Global Core Plus (DFGP)
Stryker Corporation (SYK)
Spdr Series Trust Nuveen Ice Short (SHM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for TruNorth Capital Management

Top funds holding Utilities SPDR

Morgan Stanley
Jpmorgan Chase & Co
LPL Financial
Jane Street
Millennium Management
UBS Group
Susquehanna International
Tudor Investment Corporation
Wells Fargo & Company
Citadel Advisors
Royal Bank of Canada
Balyasny Asset Management
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
Menora Mivtachim Holdings

View all funds holding Utilities SPDR