Utilities SPDR shares owned by Keystone Financial Group
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Keystone Financial Group
from 13F filings
Historical chart of Keystone Financial Group investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Keystone Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $792k | 13k | 63.33 |
| 2023-09-30 | $551k | 9.4k | 58.93 |
| 2023-06-30 | $488k | 7.4k | 65.44 |
| 2022-12-31 | $524k | 7.4k | 70.50 |
| 2022-09-30 | $417k | 6.4k | 65.46 |
| 2022-06-30 | $449k | 6.4k | 70.06 |
| 2022-03-31 | $474k | 6.4k | 74.53 |
| 2021-12-31 | $455k | 6.4k | 71.52 |
| 2021-09-30 | $345k | 5.4k | 63.91 |
| 2021-06-30 | $292k | 4.6k | 63.33 |
| 2021-03-31 | $262k | 4.1k | 63.92 |
| 2020-12-31 | $225k | 3.6k | 62.73 |
| 2020-03-31 | $307k | 4.7k | 64.71 |
| 2019-12-31 | $307k | 4.7k | 64.71 |
| 2019-09-30 | $308k | 4.8k | 64.65 |
| 2019-06-30 | $284k | 4.8k | 59.61 |
| 2019-03-31 | $271k | 4.7k | 58.17 |
| 2018-12-31 | $221k | 4.2k | 53.00 |