Utilities SPDR shares owned by Key Client Fiduciary Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Key Client Fiduciary Advisors
from 13F filings
Historical chart of Key Client Fiduciary Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Key Client Fiduciary Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 42k | 87.21 |
| 2025-06-30 | $3.3M | 41k | 81.66 |
| 2025-03-31 | $3.3M | 42k | 78.85 |
| 2024-12-31 | $4.3M | 57k | 75.69 |
| 2024-09-30 | $4.7M | 58k | 80.78 |
| 2024-06-30 | $4.0M | 58k | 68.14 |
| 2024-03-31 | $3.7M | 57k | 65.65 |
| 2023-12-31 | $3.2M | 51k | 63.33 |
| 2023-09-30 | $3.1M | 52k | 58.93 |
| 2023-06-30 | $3.6M | 54k | 65.44 |
| 2023-03-31 | $3.9M | 58k | 67.69 |
| 2022-12-31 | $4.0M | 57k | 70.50 |
| 2022-09-30 | $3.7M | 57k | 65.52 |
| 2022-06-30 | $3.9M | 56k | 70.13 |
| 2022-03-31 | $4.2M | 57k | 74.45 |
| 2021-12-31 | $4.0M | 55k | 71.58 |
More positions owned by Key Client Fiduciary Advisors
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