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Utilities SPDR shares owned by Usa Financial Formulas

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

Historical chart of Usa Financial Formulas investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Usa Financial Formulas

Quarter filed Position value Share count Share price at filing
2026-06-30 $223k 4.9k 45.34

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BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Basic Ma Us Bas Mtl Etf (IYM)
iShares Russell 2000 ETF Russell 2000 Etf (IWM)
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)
Invesco QQQ Trust ETF Unit Ser 1 (QQQ)
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW)
iShares Core S&P 500 Core S&p500 Etf (IVV)
BlackRock Institutional Trust Company N.A. - BTC iShares S&P GSCI Comm Unit Ben Int (GSG)
iShares iBoxx USD Inv Grade Corp Bond ETF Iboxx Inv Cp Etf (LQD)
iShares U.S. Technology ETF Us Tech Etf (IYW)
iShares iBoxx USD High Yield Corp Bond ETF Iboxx Hi Yd Etf (HYG)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Telecomm Us Telecom Etf (IYZ)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Energy E Energy Etf (IYE)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF Allianzim Us Equ (SIXJ)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF Allianzim Us Equ (SIXO)
iShares S&P Small-Cap 600 Value ETF Sp Smcp600vl Etf (IJS)

View all positions for Usa Financial Formulas

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