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Utilities SPDR shares owned by Vision Retirement

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

Historical chart of Vision Retirement investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Vision Retirement

Quarter filed Position value Share count Share price at filing
2026-03-31 $43k 938 45.89
2025-12-31 $49k 1.1k 42.70

More positions owned by Vision Retirement

Invesco Qqq MF Closed and MF Open (QQQ)
Apple Common Stock (AAPL)
Amazon Common Stock (AMZN)
State Street MF Closed and MF Open (DIA)
Costco Wholesale Common Stock (COST)
Tesla Common Stock (TSLA)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco S&p MF Closed and MF Open (XLG)
Vanguard High MF Closed and MF Open (VYM)
Visa Common Stock (V)
Nvidia Corp Common Stock (NVDA)
Broadcom Common Stock (AVGO)
State Street MF Closed and MF Open (SPY)
Alphabet Common Stock (GOOG)
Mastercard Common Stock (MA)

View all positions for Vision Retirement

Top funds holding Utilities SPDR

Bank of America Corporation
UBS Group
Morgan Stanley
LPL Financial
Jane Street
Wells Fargo & Company
Barclays
Millennium Management
Susquehanna International
Tudor Investment Corporation
Envestnet Asset Management
Ameriprise Financial
Citigroup
Raymond James Financial
Citadel Advisors

View all funds holding Utilities SPDR