Utilities SPDR shares owned by Keebeck Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Keebeck Wealth Management
from 13F filings
Historical chart of Keebeck Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Keebeck Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $529k | 7.8k | 68.14 |
| 2024-03-31 | $597k | 9.1k | 65.65 |
| 2023-12-31 | $589k | 9.3k | 63.33 |
| 2023-09-30 | $651k | 11k | 58.93 |
| 2023-06-30 | $723k | 11k | 65.44 |
| 2023-03-31 | $748k | 11k | 67.69 |
| 2022-12-31 | $779k | 11k | 70.50 |
| 2022-09-30 | $703k | 11k | 65.49 |
| 2022-06-30 | $969k | 14k | 70.10 |
| 2022-03-31 | $783k | 11k | 74.44 |
| 2021-12-31 | $799k | 11k | 71.58 |
| 2021-09-30 | $685k | 11k | 63.89 |
| 2021-06-30 | $653k | 10k | 63.19 |
| 2021-03-31 | $605k | 9.4k | 64.09 |
| 2020-12-31 | $592k | 9.4k | 62.71 |
| 2020-09-30 | $569k | 9.6k | 59.37 |
| 2020-06-30 | $528k | 9.4k | 56.40 |
| 2020-03-31 | $531k | 9.6k | 55.32 |
| 2019-12-31 | $712k | 11k | 64.56 |