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Utilities SPDR shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-03-31 $19M 284k 65.65
2023-12-31 $19M 295k 63.33

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Crowdstrike Hldgs Cl A (CRWD)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Pathstone Holdings

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