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Utilities SPDR shares owned by Westbourne Investments

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

Historical chart of Westbourne Investments investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Westbourne Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $241k 5.6k 42.69

More positions owned by Westbourne Investments

NVIDIA Corporation (NVDA)
Ge Aerospace Com New (GE)
Qualcomm (QCOM)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Apple (AAPL)
Meta Platforms Cl A (META)
Spdr Series Trust State Street Spd (BIL)
Micron Technology (MU)
Dell Technologies CL C (DELL)
Vertiv Holdings Com Cl A (VRT)
Spdr Gold Tr Gold Shs (GLD)
Eli Lilly & Co. (LLY)
UnitedHealth (UNH)

View all positions for Westbourne Investments

Top funds holding Utilities SPDR

UBS Group
Migdal Insurance & Financial Holdings
Jpmorgan Chase & Co
LPL Financial
Jane Street
Millennium Management
Susquehanna International
Tudor Investment Corporation
Wells Fargo & Company
Citadel Advisors
Royal Bank of Canada
Balyasny Asset Management
Factory Mutual Insurance Company
Branch Banking & Trust Company
Envestnet Asset Management

View all funds holding Utilities SPDR