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Utilities SPDR shares owned by Walsh & Associates

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Walsh & Associates from 13F filings

Historical chart of Walsh & Associates investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Walsh & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Walsh & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $12k 252 45.89
2025-12-31 $11k 252 42.69

More positions owned by Walsh & Associates

Ishares Russell MF Closed and MF Open (IWF)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPYV)
Dimensional Us MF Closed and MF Open (DFUV)
State Street MF Closed and MF Open (SPEM)
State Street MF Closed and MF Open (SPDW)
Dimensional Us MF Closed and MF Open (DFAT)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
State Street MF Closed and MF Open (MDYG)
Adams Diversified MF Closed and MF Open (ADX)
Ishares Core MF Closed and MF Open (ITOT)
State Street MF Closed and MF Open (SPTM)
State Street MF Closed and MF Open (SLYG)
Ishares Russ MF Closed and MF Open (IWS)

View all positions for Walsh & Associates

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