Energy Select Sector SPDR shares owned by Key Client Fiduciary Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Key Client Fiduciary Advisors
from 13F filings
Historical chart of Key Client Fiduciary Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Key Client Fiduciary Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $367k | 4.2k | 87.81 |
| 2024-06-30 | $396k | 4.3k | 91.16 |
| 2024-03-31 | $473k | 5.0k | 94.41 |
| 2023-12-31 | $319k | 3.8k | 83.83 |
| 2023-09-30 | $324k | 3.6k | 90.40 |
| 2023-06-30 | $327k | 4.0k | 81.17 |
| 2023-03-31 | $401k | 4.8k | 82.83 |
| 2022-12-31 | $328k | 3.8k | 87.46 |
| 2022-09-30 | $220k | 3.0k | 72.15 |
| 2022-06-30 | $218k | 3.0k | 71.52 |
| 2022-03-31 | $231k | 3.0k | 76.36 |
| 2021-12-31 | $1.3M | 23k | 55.50 |
More positions owned by Key Client Fiduciary Advisors
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