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Utilities SPDR shares owned by Okabena Investment Services

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Okabena Investment Services from 13F filings

Historical chart of Okabena Investment Services investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Okabena Investment Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Okabena Investment Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $328k 5.0k 65.65
2023-12-31 $316k 5.0k 63.33

More positions owned by Okabena Investment Services

Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR)
Ishares National Muni Bond Etf National Mun Etf (MUB)
Microsoft Corporation (MSFT)
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)
Dimensional Intern Core Eqt Mkt ETF Intl Core Eqt Mk (DFAI)
Ishares Gold Trust Ishares New (IAU)
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)

View all positions for Okabena Investment Services

Top funds holding Utilities SPDR

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Citadel Advisors
Twin Tree Management
Susquehanna International
Caisse de depot et placement du Quebec
Harel Insurance Investments & Financial Services
UBS Group
D. E. Shaw & Co
LPL Financial
Royal Bank of Canada
Barclays
Envestnet Asset Management
Healthcare Of Ontario Pension Plan Trust Fund

View all funds holding Utilities SPDR